Business Owners · Alberta

Retirement Planning for Business Owners in Alberta

Planning tools for the money side of retirement, written with business owners in mind — kept in the same Vault as your will.

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What business owners should know

  • When most of your wealth sits in the business, the personal side of retirement is easy to leave until last.
  • Run a retirement projection on your personal savings and monthly contributions.
  • Set savings goals with a target date and see whether you are on track.
  • Check whether your life and disability cover would carry your family if the business could not.
  • How an old will stops counting in Alberta: You can revoke a will only by making a later will, making a valid written revocation using will formalities, destroying the will with the intention to revoke it, or having someone destroy it in your presence and at your direction with that intention. Revocation does not revive an earlier will; revival requires a new will or re-execution showing intent to revive. Source: Wills and Succession Act, SA 2010, c W-12.2, ss 23, 24, 37.
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Frequently asked questions

Why does retirement planning matter for business owners?

When most of your wealth sits in the business, the personal side of retirement is easy to leave until last.

How does an old will stop counting in Alberta?

You can revoke a will only by making a later will, making a valid written revocation using will formalities, destroying the will with the intention to revoke it, or having someone destroy it in your presence and at your direction with that intention. Revocation does not revive an earlier will; revival requires a new will or re-execution showing intent to revive. Source: Wills and Succession Act, SA 2010, c W-12.2, ss 23, 24, 37.

Is this financial advice?

No. The tools do arithmetic on the figures you enter. They are estimates for your own planning, not financial advice.

What do the retirement planning tools cost?

It is included in your Vault. Your will is free.

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