Free Guide

Your retirement decisions weren’t meant to be made one at a time.

A free checklist for Canadians with $250,000 or more in investable assets — covering the six decisions that determine how much of your retirement income you actually keep.

One retirement, six connected decisions

CPP eligibility begins

OAS & standard CPP age

RRSP becomes a RRIF

First mandatory withdrawal

Each milestone above affects the others — when you claim CPP changes how your RRIF withdrawals get taxed, and so on. The checklist walks through all six, together.

01 — 03

CPP, OAS & withdrawal order

When to claim, and how that single choice changes the tax on every other dollar you withdraw that year.

04 — 05

Insurance & estate check

What coverage still makes sense at this stage, and whether your will and beneficiaries reflect your actual wishes.

Incorporated income planning

For physicians, business owners & incorporated professionals — salary vs. dividends as you transition out.

Munish Mehan

CFP® · CLU® · Mehan Private Wealth

Before this, I was an engineer — so I think about your retirement the way I’d think about any system: every part affects every other part.

I work with professionals, business owners, and incorporated Canadians who want one coordinated plan instead of a handful of separate decisions.

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