Innes MacIntyre & Associates (IMA) is a consulting firm specializing in the design, coordination and delivery of Life Planning and Pre-Retirement Seminars.

Planning to retire is both exciting and daunting! The decisions individuals make when planning for retirement have a major impact on them and their family’s future. Retirees today are more physically and mentally active and are living longer, healthier lives. As a result, retirement years may almost equal working ones and often create new opportunities and new directions in retirees’ lives.

It is important for your employees or members to plan effectively to ensure financial security, maintain a good lifestyle and prepare for a period of adjustment that should not be underestimated. We believe that people who are contemplating retirement should make decisions based on current and accurate information provided by professionals whose expertise lies in the area of pensions, financial planning, estate planning, and wellness.

That is why we offer a unique seminar package that will help individuals make informed decisions about their future. We work with our clients to design both financial and lifestyle planning modules that meet their employees’ or members’ specific needs and/or interests to ensure that they make a successful transition from work to an ultimately rewarding retirement.

Please see Our Services for more information about our life planning and pre-retirement seminars and workshops. For more information about who we are, please see Our Team.