Matthew Mitchell
Partner Employee Benefits Consultant at Rockwater Employer Solutions
Based in Barrie, Canada
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Seniority
Staff
Department
Human Resources
Location
Barrie
Industry
Insurance and Employee Benefit Funds
Company size
2
Contact information
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m•••••••@rockwaterwealth.ca
Phone
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Background
About Matthew Mitchell
The foundation for a successful retirement starts with having a clear plan. Most Canadians spend the majority of their lives focused on building and accumulating wealth for retirement, setting money aside for investment accounts without having put much thought into what the next phase of their life will look like. • What lifestyle do I want during retirement and how much do I need to fund it? • At what age will I have accumulated enough wealth to retire? • Will I run out of money? • How do I make sure I am not overpaying taxes, now and in the future? • If something happens to me, will my assets be passed down tax efficiently? We work with Canadians who are ready to shift their focus and get serious about planning for their retirement to ensure they can feel confident about their answers to the above questions.
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