Wealth & insurance
Retirement planning and income strategy
Retirement planning focuses on balancing income needs, lifestyle goals, and long-term sustainability. We help you think through retirement timing and income strategies.
A Bluestar Concierge will guide you to the right next step.
What’s included
Retirement readiness discussion
We review anticipated retirement timing, expected income sources, and lifestyle considerations. This helps frame realistic planning assumptions.
Income source coordination
We consider how pensions, savings, and government benefits may work together. Coordination helps reduce uncertainty around retirement income.
Sustainability considerations
We discuss longevity and withdrawal considerations at a high level. The goal is to support planning that balances flexibility with long-term stability.
Ongoing review approach
Retirement plans evolve over time. We outline how plans can be reviewed and adjusted as circumstances change.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us