Michael L. Moore
Job title: Advisor at Sun Life, BA Econ.
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Helping you retire your way
My goal is to help you identify your dreams and goals. I’ll work with you to understand the financial impacts of your life decisions. You can rely on my team and me for custom solutions that are unique to your individual situation. I’ll recommend solid strategies that empower you to make your own decisions. Above all, I strive to use my 30 years of industry experience to build valuable relationships based on trust. Let me help you on your way to financial security.
My team and I work with Clients who are nearing or entering retirement. I can help you:
- increase your retirement savings,
- create a retirement plan, and
- invest with purpose.
My office is in St. Thomas, Ontario. I’m happy to accommodate in-person and virtual appointments. Contact my office to book your appointment.

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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.

Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF

Get in touch today to discuss how you can protect your business.