Pre-retirees

People preparing for retirement or a career change have the ability to build the level of dividend income that their portfolio produces and reinvest the dividends until they need the income. Our objective is to grow portfolio income by 8% to 12% per year. An annual growth rate of 10% would mean that the portfolio income would double every 7.2 years. When the client needs the income in retirement or to support a career change, they can take as much income as they need out of their portfolio on a monthly or quarterly basis.