(604) 538-6565
eric@lidemark.ca
LinkedIn

Preparing for Retirement

Preparing for Retirement

Who's this for?
Benefits
Who's this for?
  • Age 55 to 64
  • Preparing for retirement
  • May have adult children
  • Increased Net Worth
Benefits
  • Almost done paying mortgage
  • Little to no debt
  • Retirement savings is top priority (Download our app to see if you’re on track)
  • Staying on budget (Download our app!)
  • Reducing income tax
  • Taking care of the “What-ifs?”
  • Critical Illness
  • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
Contact

Contact Us

Eric Lidemark CLU, CFP, CHS
Lidemark Financial Group Inc.
eric@lidemark.ca
Office: (604)538-6565
Cell: (604)351-4507
#130-2655 King George Blvd.
Surrey, BC V4P 1H7

About

Statement of Commitment to Clients: My commitment to you is to act with the care and diligence of a reasonable and prudent person conducting his or her own financial affairs. Statement of Financial Advisor Role: We believe our best tool is the ability to ask questions. While financial problems may be complex, the solutions often are not. There is strength in simplicity for most clients.

Our Mutual Fund Dealer

Insurance products are offered through our managing general agency, PPI Solutions.

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.

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