{"id":2455,"date":"2025-12-08T02:40:40","date_gmt":"2025-12-08T07:40:40","guid":{"rendered":"https:\/\/www.bellvest.ca\/family-wealth-beaches\/?page_id=2455"},"modified":"2026-04-30T14:11:34","modified_gmt":"2026-04-30T18:11:34","slug":"retirement-plan-next-steps","status":"publish","type":"page","link":"https:\/\/www.bellvest.ca\/family-wealth-beaches\/retirement-plan-next-steps\/","title":{"rendered":"Retirement Plan Next Steps"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"2455\" class=\"elementor elementor-2455\" data-elementor-post-type=\"page\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d3c67e3 e-flex e-con-boxed e-con e-parent\" data-id=\"d3c67e3\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-5b3daa7 e-con-full e-flex e-con e-child\" data-id=\"5b3daa7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-db080ea e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"db080ea\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;animation&quot;:&quot;fadeInLeft&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-08985f1 br-h5-green elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"08985f1\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInLeft&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Ready to Take the\nNext Step in Your\n<span>Retirement Plan?<\/span><\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8704c84 elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"8704c84\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Book your retirement strategy call\nwith <span> The Beaches Team<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-72674a5 elementor-widget elementor-widget-text-editor\" data-id=\"72674a5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>\u2705 Review your calculator results with an expert<\/p><p>\u2705 Get tailored advice for your goals<\/p><p>\u2705 No cost, no obligation<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0baf0aa elementor-widget elementor-widget-button\" data-id=\"0baf0aa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.bellvest.ca\/family-wealth-beaches\/contact-us\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Talk To An Advisor<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8c14f9c e-con-full e-flex e-con e-child\" data-id=\"8c14f9c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-64c963c elementor-widget elementor-widget-image\" data-id=\"64c963c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"606\" height=\"409\" src=\"https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2025\/12\/family-wealth-beaches.png\" class=\"attachment-full size-full wp-image-2552\" alt=\"Six people, four men and two women, pose and smile in an office in front of a Bellwether Family Wealth sign against a brick wall\u2014ready to help you take your next steps toward a confident retirement plan.\" srcset=\"https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2025\/12\/family-wealth-beaches.png 606w, https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2025\/12\/family-wealth-beaches-300x202.png 300w\" sizes=\"(max-width: 606px) 100vw, 606px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-af0f81d e-flex e-con-boxed e-con e-parent\" data-id=\"af0f81d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-81b0d2b e-con-full e-flex e-con e-child\" data-id=\"81b0d2b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-dee1ef5 e-n-tabs-mobile elementor-widget elementor-widget-n-tabs\" data-id=\"dee1ef5\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;tabs_justify_horizontal&quot;:&quot;center&quot;,&quot;tabs_justify_horizontal_tablet&quot;:&quot;center&quot;,&quot;horizontal_scroll_mobile&quot;:&quot;disable&quot;,&quot;horizontal_scroll&quot;:&quot;disable&quot;}\" data-widget_type=\"nested-tabs.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"e-n-tabs\" data-widget-number=\"233709301\" aria-label=\"Tabs. Open items with Enter or Space, close with Escape and navigate using the Arrow keys.\">\n\t\t\t<div class=\"e-n-tabs-heading\" role=\"tablist\">\n\t\t\t\t\t<button id=\"e-n-tab-title-2337093011\" data-tab-title-id=\"e-n-tab-title-2337093011\" class=\"e-n-tab-title\" aria-selected=\"true\" data-tab-index=\"1\" role=\"tab\" tabindex=\"0\" aria-controls=\"e-n-tab-content-2337093011\" style=\"--n-tabs-title-order: 1;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tWhat to Expect \t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-2337093012\" data-tab-title-id=\"e-n-tab-title-2337093012\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"2\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-2337093012\" style=\"--n-tabs-title-order: 2;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tWhy The Beaches Team\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t<button id=\"e-n-tab-title-2337093013\" data-tab-title-id=\"e-n-tab-title-2337093013\" class=\"e-n-tab-title\" aria-selected=\"false\" data-tab-index=\"3\" role=\"tab\" tabindex=\"-1\" aria-controls=\"e-n-tab-content-2337093013\" style=\"--n-tabs-title-order: 3;\">\n\t\t\t\t\t\t<span class=\"e-n-tab-title-text\">\n\t\t\t\tClient Testimonials\t\t\t<\/span>\n\t\t<\/button>\n\t\t\t\t\t<\/div>\n\t\t\t<div class=\"e-n-tabs-content\">\n\t\t\t\t<div id=\"e-n-tab-content-2337093011\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-2337093011\" data-tab-index=\"1\" style=\"--n-tabs-title-order: 1;\" class=\"e-active elementor-element elementor-element-ac51150 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"ac51150\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-f38e6a2 e-con-full e-flex e-con e-child\" data-id=\"f38e6a2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-088a4e1 e-con-full e-flex e-con e-child\" data-id=\"088a4e1\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8773621 elementor-widget elementor-widget-heading\" data-id=\"8773621\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What to Expect in Your\nRetirement Strategy Call?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4247f59 elementor-widget elementor-widget-text-editor\" data-id=\"4247f59\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Your calculator results gave you the numbers \u2014 now let\u2019s turn them into a plan:<\/p><ul><li>Review your retirement calculator results together<\/li><li>Get personalized guidance on investments, insurance,<br \/>tax, and estate planning<\/li><li>Learn clear, actionable next steps tailored to your goals<\/li><li>Ask questions in a confidential, no-obligation setting<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-661ea88 e-con-full e-flex e-con e-child\" data-id=\"661ea88\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7cbd04f elementor-widget elementor-widget-image\" data-id=\"7cbd04f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"533\" height=\"358\" src=\"https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2025\/12\/retirement-planning.png\" class=\"attachment-full size-full wp-image-2462\" alt=\"A couple sits at a table reviewing documents with a professional, who is pointing at a laptop screen as they discuss retirement planning. Papers and a calculator are visible on the table.\" srcset=\"https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2025\/12\/retirement-planning.png 533w, https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2025\/12\/retirement-planning-300x202.png 300w\" sizes=\"(max-width: 533px) 100vw, 533px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c569c67 e-con-full e-flex e-con e-child\" data-id=\"c569c67\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-a11f22e e-con-full home-team-sec e-flex e-con e-child\" data-id=\"a11f22e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1fde5fe elementor-widget__width-initial elementor-widget elementor-widget-heading\" data-id=\"1fde5fe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<span class=\"elementor-heading-title elementor-size-default\"><a href=\"\/who-we-are\/\">WHEN WE WORK TOGETHER, YOU WILL RECIVE:<\/a><\/span>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e43e5ab elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"e43e5ab\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5f2548c e-grid e-con-full e-con e-child\" data-id=\"5f2548c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f37b9a7 elementor-widget elementor-widget-text-editor\" data-id=\"f37b9a7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<svg width=\"30\" height=\"13\" viewBox=\"0 0 30 13\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M0.99 12.834C0.678 12.834 0.432 12.75 0.252 12.582C0.084 12.402 0 12.162 0 11.862C0 11.55 0.084 11.316 0.252 11.16C0.432 11.004 0.678 10.926 0.99 10.926H3.006V2.08798H4.122L1.476 3.68998C1.248 3.82198 1.032 3.87598 0.828 3.85198C0.636 3.81598 0.468 3.73198 0.324 3.59998C0.192 3.45598 0.102 3.28798 0.054 3.09598C0.00600002 2.90398 0.018 2.71198 0.09 2.51998C0.174 2.31598 0.33 2.14798 0.558 2.01598L3.042 0.521984C3.282 0.377984 3.522 0.257984 3.762 0.161984C4.002 0.0539846 4.224 -1.52588e-05 4.428 -1.52588e-05C4.68 -1.52588e-05 4.89 0.0719843 5.058 0.215984C5.226 0.347984 5.31 0.569984 5.31 0.881985V10.926H7.146C7.458 10.926 7.698 11.004 7.866 11.16C8.046 11.316 8.136 11.55 8.136 11.862C8.136 12.174 8.046 12.414 7.866 12.582C7.698 12.75 7.458 12.834 7.146 12.834H0.99ZM12.431 8.69398C12.227 8.69398 12.053 8.62798 11.909 8.49598C11.777 8.36398 11.711 8.20198 11.711 8.00998C11.711 7.81798 11.777 7.66198 11.909 7.54198C12.053 7.40998 12.227 7.34398 12.431 7.34398H29.297C29.501 7.34398 29.669 7.40998 29.801 7.54198C29.933 7.66198 29.999 7.81798 29.999 8.00998C29.999 8.20198 29.933 8.36398 29.801 8.49598C29.669 8.62798 29.501 8.69398 29.297 8.69398H12.431Z\" fill=\"black\"\/>\n<\/svg>\n<br>\nPersonalized financial planning\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e47cf84 elementor-widget elementor-widget-text-editor\" data-id=\"e47cf84\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<svg width=\"31\" height=\"13\" viewBox=\"0 0 31 13\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M1.382 12.87C0.998 12.87 0.716 12.786 0.536 12.618C0.368 12.438 0.284 12.18 0.284 11.844C0.284 11.64 0.338 11.442 0.446 11.25C0.554 11.058 0.71 10.854 0.914 10.638L4.532 6.786C5.084 6.21 5.48 5.68799 5.72 5.22C5.96 4.74 6.08 4.25999 6.08 3.77999C6.08 3.17999 5.888 2.724 5.504 2.41199C5.132 2.09999 4.586 1.944 3.866 1.944C3.458 1.944 3.05 2.00399 2.642 2.12399C2.234 2.23199 1.82 2.424 1.4 2.7C1.184 2.844 0.98 2.904 0.788 2.88C0.608 2.856 0.446 2.778 0.302 2.646C0.17 2.514 0.08 2.352 0.032 2.16C-0.016 1.96799 -0.00999999 1.776 0.05 1.58399C0.122 1.38 0.266 1.206 0.482 1.062C0.998 0.713996 1.574 0.449995 2.21 0.269995C2.858 0.0899944 3.506 -4.76837e-06 4.154 -4.76837e-06C5.066 -4.76837e-06 5.834 0.137995 6.458 0.413995C7.082 0.689995 7.556 1.092 7.88 1.62C8.204 2.14799 8.366 2.79 8.366 3.54599C8.366 4.04999 8.282 4.542 8.114 5.022C7.958 5.502 7.712 5.988 7.376 6.48C7.052 6.972 6.626 7.494 6.098 8.046L2.714 11.574V10.962H8.006C8.33 10.962 8.576 11.04 8.744 11.196C8.912 11.352 8.996 11.586 8.996 11.898C8.996 12.21 8.912 12.45 8.744 12.618C8.576 12.786 8.33 12.87 8.006 12.87H1.382ZM13.237 8.73C13.033 8.73 12.859 8.664 12.715 8.532C12.583 8.4 12.517 8.238 12.517 8.046C12.517 7.854 12.583 7.698 12.715 7.578C12.859 7.446 13.033 7.38 13.237 7.38H30.103C30.307 7.38 30.475 7.446 30.607 7.578C30.739 7.698 30.805 7.854 30.805 8.046C30.805 8.238 30.739 8.4 30.607 8.532C30.475 8.664 30.307 8.73 30.103 8.73H13.237Z\" fill=\"black\"\/>\n<\/svg>\n<br>\nTax strategies to keep more of what&#8217;s yours\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8f6085b elementor-widget elementor-widget-text-editor\" data-id=\"8f6085b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<svg width=\"32\" height=\"14\" viewBox=\"0 0 32 14\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n<path d=\"M4.4082 13.05C3.7602 13.05 3.0882 12.966 2.3922 12.798C1.6962 12.63 1.0902 12.378 0.5742 12.042C0.3342 11.886 0.1722 11.706 0.0882 11.502C0.00420002 11.298 -0.0198 11.106 0.0162 10.926C0.0642 10.734 0.1542 10.572 0.2862 10.44C0.4302 10.308 0.6042 10.23 0.8082 10.206C1.0242 10.182 1.2582 10.236 1.5102 10.368C2.0022 10.632 2.4762 10.824 2.9322 10.944C3.3882 11.052 3.8562 11.106 4.3362 11.106C4.8642 11.106 5.3082 11.034 5.6682 10.89C6.0282 10.746 6.2982 10.53 6.4782 10.242C6.6702 9.95405 6.7662 9.60605 6.7662 9.19805C6.7662 8.59805 6.5622 8.15405 6.1542 7.86605C5.7582 7.56605 5.1762 7.41605 4.4082 7.41605H3.2562C2.9202 7.41605 2.6622 7.33205 2.4822 7.16405C2.3142 6.99605 2.2302 6.76205 2.2302 6.46205C2.2302 6.16205 2.3142 5.92805 2.4822 5.76005C2.6622 5.59205 2.9202 5.50805 3.2562 5.50805H4.1922C4.6482 5.50805 5.0382 5.43605 5.3622 5.29205C5.6862 5.13605 5.9382 4.92005 6.1182 4.64405C6.2982 4.36805 6.3882 4.03205 6.3882 3.63605C6.3882 3.08405 6.2022 2.66405 5.8302 2.37605C5.4702 2.08805 4.9422 1.94405 4.2462 1.94405C3.8022 1.94405 3.3822 1.99805 2.9862 2.10605C2.6022 2.20205 2.1762 2.38805 1.7082 2.66405C1.4922 2.79605 1.2822 2.85005 1.0782 2.82605C0.8862 2.80205 0.7242 2.72405 0.5922 2.59205C0.4602 2.46005 0.3702 2.30405 0.3222 2.12405C0.2742 1.93205 0.2862 1.74005 0.3582 1.54805C0.4302 1.34405 0.5802 1.17005 0.8082 1.02605C1.3242 0.690048 1.8942 0.438049 2.5182 0.270049C3.1422 0.0900488 3.7842 4.86374e-05 4.4442 4.86374e-05C5.3202 4.86374e-05 6.0702 0.138049 6.6942 0.414049C7.3182 0.678049 7.7922 1.06205 8.1162 1.56605C8.4522 2.05805 8.6202 2.65805 8.6202 3.36605C8.6202 3.87005 8.5242 4.33205 8.3322 4.75205C8.1402 5.16005 7.8702 5.50805 7.5222 5.79605C7.1742 6.08405 6.7542 6.28805 6.2622 6.40805V6.19205C7.1262 6.33605 7.7982 6.69605 8.2782 7.27205C8.7582 7.83605 8.9982 8.54405 8.9982 9.39605C8.9982 10.14 8.8122 10.788 8.4402 11.34C8.0682 11.892 7.5402 12.318 6.8562 12.618C6.1722 12.906 5.3562 13.05 4.4082 13.05ZM13.5092 8.73005C13.3052 8.73005 13.1312 8.66405 12.9872 8.53205C12.8552 8.40005 12.7892 8.23805 12.7892 8.04605C12.7892 7.85405 12.8552 7.69805 12.9872 7.57805C13.1312 7.44605 13.3052 7.38005 13.5092 7.38005H30.3752C30.5792 7.38005 30.7472 7.44605 30.8792 7.57805C31.0112 7.69805 31.0772 7.85405 31.0772 8.04605C31.0772 8.23805 31.0112 8.40005 30.8792 8.53205C30.7472 8.66405 30.5792 8.73005 30.3752 8.73005H13.5092Z\" fill=\"black\"\/>\n<\/svg>\n<br>\nYour wealth managed with the entire family in mind\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-2337093012\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-2337093012\" data-tab-index=\"2\" style=\"--n-tabs-title-order: 2;\" class=\" elementor-element elementor-element-ca67cd6 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"ca67cd6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-45d801b e-con-full e-flex e-con e-child\" data-id=\"45d801b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ece2013 elementor-widget elementor-widget-heading\" data-id=\"ece2013\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Why Work with The Beaches Team<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c099a09 elementor-widget__width-initial elementor-widget elementor-widget-text-editor\" data-id=\"c099a09\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Our fully integrated approach combines portfolio management with comprehensive financial planning. We ensure that every aspect is considered.<\/p><p>By collaborating with a Portfolio Manager, Family Wealth Advisors are given the time to give you their undivided attention. They go a step further than just asking where you want to be in life; they know when you\u2019ll arrive, how to handle detours, who is coming along for the ride, what the underlying goal is, and most importantly, why it matters.<\/p><p>Wealth without a roadmap leads nowhere. With the Family Wealth Alternative, your portfolio and financial plan can take you where you want to go<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-64d9cad e-con-full e-flex e-con e-child\" data-id=\"64d9cad\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-c5aa34c e-con-full e-flex e-con e-child\" data-id=\"c5aa34c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5aa9e8a elementor-widget elementor-widget-heading\" data-id=\"5aa9e8a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\">CONNECT<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0676d0c elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"0676d0c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:beaches@bellvest.ca\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">beaches@bellvest.ca<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:416.690.0911\">\n\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">416.690.0911<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8747c3b elementor-widget elementor-widget-button\" data-id=\"8747c3b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.bellvest.ca\/family-wealth-beaches\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Book a Meeting<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div id=\"e-n-tab-content-2337093013\" role=\"tabpanel\" aria-labelledby=\"e-n-tab-title-2337093013\" data-tab-index=\"3\" style=\"--n-tabs-title-order: 3;\" class=\" elementor-element elementor-element-0c1b216 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"0c1b216\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[],&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-e9e7327 e-con-full e-flex e-con e-child\" data-id=\"e9e7327\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a5ffa7c elementor-widget elementor-widget-heading\" data-id=\"a5ffa7c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Trust, Strategy, and Peace of Mind\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-95c4fce elementor-widget elementor-widget-text-editor\" data-id=\"95c4fce\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Hear from clients who have achieved financial clarity and confidence through a strategic partnership.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8a41b69 elementor-widget elementor-widget-jet-listing-grid\" data-id=\"8a41b69\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;columns&quot;:&quot;1&quot;}\" data-widget_type=\"jet-listing-grid.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"jet-listing-grid jet-listing\"><div class=\"jet-listing-grid__slider swiper-lib swiper\" 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110.729 39C111.592 39 112.356 39.334 113.021 40.002L118.003 45.012C118.668 45.68 119 46.4482 119 47.3166Z\\u0027 fill=\\u0027black\\u0027\\\/\\u003E\\u003C\\\/svg\\u003E\\u003C\\\/div\\u003E&quot;,&quot;rtl&quot;:false,&quot;itemsCount&quot;:1,&quot;fade&quot;:true,&quot;slidesToShow&quot;:{&quot;desktop&quot;:1,&quot;tablet&quot;:1,&quot;mobile&quot;:1}}\" dir=\"ltr\"><div class=\"jet-listing-grid__items grid-col-desk-1 grid-col-tablet-1 grid-col-mobile-1 jet-listing-grid--2495 swiper-wrapper jet-equal-columns__wrapper\" data-queried-id=\"2455|WP_Post\" data-nav=\"{&quot;enabled&quot;:false,&quot;type&quot;:null,&quot;more_el&quot;:null,&quot;query&quot;:[],&quot;widget_settings&quot;:{&quot;lisitng_id&quot;:2495,&quot;posts_num&quot;:99,&quot;columns&quot;:1,&quot;columns_tablet&quot;:1,&quot;columns_mobile&quot;:1,&quot;column_min_width&quot;:240,&quot;column_min_width_tablet&quot;:240,&quot;column_min_width_mobile&quot;:240,&quot;inline_columns_css&quot;:false,&quot;is_archive_template&quot;:&quot;&quot;,&quot;post_status&quot;:[&quot;publish&quot;],&quot;use_random_posts_num&quot;:&quot;&quot;,&quot;max_posts_num&quot;:9,&quot;not_found_message&quot;:&quot;No Testimonials Found&quot;,&quot;is_masonry&quot;:false,&quot;equal_columns_height&quot;:&quot;yes&quot;,&quot;use_load_more&quot;:&quot;&quot;,&quot;load_more_id&quot;:&quot;&quot;,&quot;load_more_type&quot;:&quot;click&quot;,&quot;load_more_offset&quot;:null,&quot;use_custom_post_types&quot;:&quot;&quot;,&quot;custom_post_types&quot;:[],&quot;hide_widget_if&quot;:&quot;&quot;,&quot;carousel_enabled&quot;:&quot;yes&quot;,&quot;slides_to_scroll&quot;:&quot;1&quot;,&quot;arrows&quot;:&quot;true&quot;,&quot;arrow_icon&quot;:&quot;fa 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class=\"jet-listing-grid__item jet-listing-dynamic-post-2491 jet-equal-columns elementor-dcss-46302267386078\" data-post-id=\"2491\"  >\t\t<div data-elementor-type=\"jet-listing-items\" data-elementor-id=\"2495\" class=\"elementor elementor-2495\" data-elementor-post-type=\"jet-engine\">\n\t\t\t\t<div class=\"elementor-element elementor-element-0958589 e-flex e-con-boxed e-con e-parent\" data-id=\"0958589\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-1cdbb1d e-con-full e-flex e-con e-child\" data-id=\"1cdbb1d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-832e738 elementor-widget elementor-widget-text-editor\" data-id=\"832e738\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\n<p class=\"wp-block-paragraph\">\u201cBefore working with Chris, our financial picture felt complex and fragmented. He brought a level of strategic thinking and clarity that was truly transformative. We now have a cohesive plan that covers everything from our investments to our estate, giving us incredible peace of mind for our retirement.\u201d<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-544c439 e-con-full e-flex e-con e-child\" data-id=\"544c439\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bd6b9ad elementor-widget elementor-widget-jet-listing-dynamic-field\" data-id=\"bd6b9ad\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"jet-listing-dynamic-field.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"jet-listing jet-listing-dynamic-field display-inline\"><div class=\"jet-listing-dynamic-field__inline-wrap\"><span class=\"jet-listing-dynamic-field__content\" >DR. ALISTAIR &amp; SUSAN<\/span><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fa9a2e2 elementor-widget elementor-widget-jet-listing-dynamic-field\" data-id=\"fa9a2e2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"jet-listing-dynamic-field.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"jet-listing jet-listing-dynamic-field display-inline\"><div class=\"jet-listing-dynamic-field__inline-wrap\"><span class=\"jet-listing-dynamic-field__content\" >MEDICAL PROFESSIONALS<\/span><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<\/div><\/div><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-46c42dd e-flex e-con-boxed e-con e-parent\" data-id=\"46c42dd\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-f146cac e-con-full e-flex e-con e-child\" data-id=\"f146cac\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-32c34dc elementor-hidden-tablet elementor-hidden-mobile e-con-full e-flex e-con e-child\" data-id=\"32c34dc\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-bb81b70 e-con-full e-flex e-con e-child\" data-id=\"bb81b70\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-4359bd7 e-con-full e-flex e-con e-child\" data-id=\"4359bd7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d557218 elementor-widget__width-initial elementor-absolute e-transform elementor-widget elementor-widget-image\" data-id=\"d557218\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_position&quot;:&quot;absolute&quot;,&quot;_transform_scale_effect&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:0.9,&quot;sizes&quot;:[]},&quot;_transform_scale_effect_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_scale_effect_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2026\/04\/admin-ajax-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-3002\" alt=\"\" srcset=\"https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2026\/04\/admin-ajax-150x150.png 150w, https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2026\/04\/admin-ajax-300x300.png 300w, https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2026\/04\/admin-ajax.png 500w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-801e8c5 e-flex e-con-boxed e-con e-child\" data-id=\"801e8c5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cf518f0 elementor-widget elementor-widget-text-editor\" data-id=\"cf518f0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>&#8220;Client or not, wealthy or otherwise, everyone deserves to feel agency over their lives\u2014and it starts with knowing where you stand.&#8221;<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6854a8a e-con-full e-flex e-con e-child\" data-id=\"6854a8a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-da1a221 elementor-widget elementor-widget-text-editor\" data-id=\"da1a221\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\tChris Jardine<br>Financial Literacy Champion <br> <a href=\"https:\/\/wealthprofessionalawards.ca\/2026-winners-excellence-awardees#:~:text=Chris%20Jardine%20%2D%20Bellwether%20Family%20Wealth\"> Excellence Awardee, WP Awards 2026 <\/a>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1b523db elementor-hidden-desktop e-con-full e-flex e-con e-child\" data-id=\"1b523db\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-38f7b41 e-con-full e-flex e-con e-child\" data-id=\"38f7b41\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-9fbc950 e-con-full e-flex e-con e-child\" data-id=\"9fbc950\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5340c0a elementor-widget__width-initial e-transform elementor-widget elementor-widget-image\" data-id=\"5340c0a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_transform_translateY_effect_mobile&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:-61,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateX_effect_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;_transform_translateY_effect_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"150\" height=\"150\" src=\"https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2026\/04\/admin-ajax-150x150.png\" class=\"attachment-thumbnail size-thumbnail wp-image-3002\" alt=\"\" srcset=\"https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2026\/04\/admin-ajax-150x150.png 150w, https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2026\/04\/admin-ajax-300x300.png 300w, https:\/\/www.bellvest.ca\/family-wealth-beaches\/wp-content\/uploads\/sites\/38\/2026\/04\/admin-ajax.png 500w\" sizes=\"(max-width: 150px) 100vw, 150px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4568fe2 e-con-full e-flex e-con e-child\" data-id=\"4568fe2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6ad6b27 elementor-widget elementor-widget-text-editor\" data-id=\"6ad6b27\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>&#8220;Client or not, wealthy or otherwise, everyone deserves to feel agency over their lives\u2014and it starts with knowing where you stand.&#8221;<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a9f402a e-con-full e-flex e-con e-child\" data-id=\"a9f402a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-793e8cb elementor-widget elementor-widget-text-editor\" data-id=\"793e8cb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Chris Jardine<br \/>Financial Literacy Champion <br \/><a href=\"https:\/\/wealthprofessionalawards.ca\/2026-winners-excellence-awardees#:~:text=Chris%20Jardine%20%2D%20Bellwether%20Family%20Wealth\"> Excellence Awardee, WP Awards 2026 <\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-52a607a e-con-full e-flex e-con e-child\" data-id=\"52a607a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f601263 elementor-widget elementor-widget-html\" data-id=\"f601263\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<iframe\nsrc=\"https:\/\/www.growyourbusiness.site\/financial-calculator\"\nid=\"retirement-calc-iframe\"\nwidth=\"100%\"\nheight=\"1200px\"\nframeborder=\"0\"\nscrolling=\"no\"\nstyle=\"border: none; display: block; margin: 0 auto; min-width: 100%;\"\ntitle=\"Retirement Calculator\">\n<\/iframe>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-e8b55fd e-flex e-con-boxed e-con e-parent\" data-id=\"e8b55fd\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-a24cfd8 e-con-full e-flex e-con e-child\" data-id=\"a24cfd8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f7525fe elementor-widget-tablet__width-inherit elementor-widget elementor-widget-heading\" data-id=\"f7525fe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Book A Call with <span> The Beaches Team<\/span><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-57c122d elementor-widget elementor-widget-text-editor\" data-id=\"57c122d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Select a time that is convenient for you. 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Book your retirement strategy call with The Beaches Team \u2705 Review your calculator results with an expert \u2705 Get tailored advice for your goals \u2705 No cost, no obligation Talk To An Advisor What to Expect Why The Beaches Team Client Testimonials What to Expect [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"parent":0,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"content-type":"","footnotes":""},"class_list":["post-2455","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Retirement Plan Next Steps - Beaches Family Wealth<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bellvest.ca\/family-wealth-beaches\/retirement-plan-next-steps\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Retirement Plan Next Steps\" \/>\n<meta property=\"og:description\" content=\"Ready to Take the Next Step in Your Retirement Plan? 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