If You're 55 & Want To Retire At 60. Watch THIS!

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If you’re 55 and want to retire at 60, you’ve got a very short window to get this right.

I’ve worked with hundreds of Canadians in this exact position, and I can tell you: most don’t fail because they run out of money.

They fail because they take it from the wrong place, at the wrong time, and trigger taxes that could have been avoided.

I’m a retirement-focused financial planner. I work exclusively with people planning to stop work between 55 and 60, helping them figure out exactly when to take CPP and OAS, how to sequence withdrawals, and how to keep their portfolio sustainable for 30+ years.

So in this video, I’ll take you through the exact step-by-step process to retire by 60, including:

How to bridge the gap before pensions and benefits kick in
How to draw from the right accounts in the right order
And how to avoid the hidden tax traps that can wipe out decades of saving

Retiring at 60 when you’re already 55 takes careful planning, and avoiding costly mistakes with taxes and withdrawals is key.

In this video, I’ll walk you through the step-by-step process Canadians need to retire early, from sequencing withdrawals and bridging income before CPP and OAS, to building sustainable investment strategies.

If you want clarity and confidence in your retirement in Canada, this guide will show you how to make the right moves now.