Planning for various stages of life, including retirement, can be overwhelming. Wes Ashton sat down with Ladan Shokrgozar to talk about the changing mindset around retirement and what that can look like for different individuals and families. Whereas prior generations may have enjoyed a handful of retirement years, Wes sees retirement years spanning as much as a third of an individual's life.

With more years to plan for, Wes touches on Oakwater’s 8-step process to help individuals assess the present and plan for the future. Both Wes and Ladan emphasize the importance of finding the right fit in a financial advisor and the importance of building trust.

Harbourfront Wealth Management was one of Wealth Professional Magazines 5 Star Brokerages for 2022. Wealth Professional is a free online information resource for all Canadian advice and planning professionals. This is not a paid award Harbourfront Wealth Management is not a sponsor.