Home Equity & Retirement

1 hour instructor-led seminar or webinar
For general audience

Overview

Real estate markets, like any other, fluctuate over time. Historically however they have increased in value over the long run. This increase in real estate value, favourable tax treatment of a principle residence and the ability to live in the ‘investment’ often makes it a corner stone of many people’s retirement plan.

To successfully use the equity in a home towards funding retirement, we need to consider all the options and select the one that best suits our personal situation.

Learning objectives

  • The role that home equity can play in a retirement plan
  • The ‘financial’ retirement home
  • How a home can act as a giant TFSA
  • Defining a principle residence and why that is important
  • Unlocking home equity for retirement funding
  • Home equity in your estate plan

Want to learn more?

One of our team members will be happy to assist you.