Whether you're approaching retirement or have already begun this new chapter, we’ll help you create clarity and confidence in your future.
Comprehensive retirement planning
We look at all your income sources - pensions, RRSPs, TFSAs, government benefits - and create a coordinated strategy that maximizes your retirement income. From there we’ll meet regularly to ensure your plan is working for you. There’s a lot of planning to prepare for retirement, it’s just as important to monitor your plan while you’re in it.
Pension decisions made simple
Should you take a lump sum or monthly payments? We help you understand your options and make the choice that's best for your situation.
Dealing with unexpected retirement
Sometimes retirement comes sooner than planned through buyouts or layoffs. We help you make the most of these situations and bridge the gap to your planned retirement.
Managing retirement guilt and fear
There’s a lot of non-financial elements to retirement that nobody talks about. Many people feel guilty about spending their retirement savings or worry about running out of money. We create strategies and provide ongoing guidance to help you enjoy your retirement with confidence.
Withdrawal strategies that last
We help you create sustainable withdrawal strategies that provide the income you need while preserving wealth for your spouse and family.