Financial planning becomes especially important when life is changing. Roest Hove & Squire Group helps clients across Regina prepare for retirement, move through personal transitions and understand the financial decisions ahead. The advice is clear, collaborative and shaped around your life.
Financial planning for women seeking financial confidence
Many women want to better understand their finances, participate in decisions and build a trusted long-term relationship.
We act as educators as well as advisors, explaining financial concepts in plain language and creating space for informed, independent decision-making.
Financial planning for pre-retirees and retirees
The years before retirement offer valuable time to prepare. We work primarily with people between 45 and 55 who have accumulated meaningful savings but still need to turn those assets into a dependable retirement strategy.
Planning may include:
- Determining when you can comfortably retire
- Coordinating pensions, investments and government benefits
- Creating tax-efficient withdrawal strategies
- Establishing a sustainable spending plan
- Identifying gaps before retirement begins
Our experience guiding hundreds of people into retirement helps us anticipate details that can otherwise be overlooked.
Financial planning for divorced women and separating couples
Divorce can leave you making several important financial decisions at once. We provide practical guidance so you can understand your position, consider your options and begin rebuilding with a clear direction.
Your plan may address investments, pensions, taxes, insurance, beneficiaries and retirement savings. As your financial consultant, we explain each step without pressure and help you make decisions that support your independence.
Financial planning for widows and survivors
Losing a spouse can bring unfamiliar financial responsibilities at an already difficult time. There’s no need to solve everything at once.
We help widows organize immediate priorities, understand their income and investments, and address estate or beneficiary matters at a comfortable pace. Our role is to make complex information manageable and provide steady support when it’s needed.