With growing kids and demanding jobs that keep them busy, Mark and Rebecca can’t believe how fast time has passed. They're already less than ten years away from retirement. Happily, their youngest is at university and will soon be able to manage alone, but the couple still has to care for Mark’s parents who are living with them.
Since they haven’t really had the time to think about their retirement, they knew something had to be done right away. Not sure where to start, they met with a National Bank advisor who gave them a better sense of their situation and proposed various options to help them reach their retirement objectives. They were also invited to meet with a Succession expert and someone in Trust services at the Bank to put their parents' affairs in order.
Now, their long-standing dream of moving to Charlevoix can finally come true…thanks to their National Bank advisor.