Steffen

Steffen, 60, is navigating a significant life transition due to a permanent disability that has altered his professional lifestyle. He relies on long-term disability insurance and Canada Pension Plan benefits, contributing to a household income of approximately $72,000 annually, all of which is tax-free. With a mortgage-free home and substantial savings, Steffen is focused on managing his finances to maximize government benefits, particularly the Guaranteed Income Supplement, while planning for future expenses and travel. His health challenges necessitate careful financial planning, and he seeks a qualified financial adviser to help optimize his savings and ensure financial security for himself and his wife, Jennie.