Your Retirement
Assessment

Absolutely! Right now, we are helping about 100 families throughout Canada to smoothly transition into retirement, lower their taxes, and increase their income.

We use the Zoom platform for video calls, making sure to keep each meeting secure and your information private.

We are a firm specializing in retirement and tax planning and can provide a personalized quote after an complimentary phone consult. Unlike some advisors who work on a commission basis, potentially hiding fees or fostering conflicts of interest, we maintain a transparent fee structure.

Fees are determined based on how you engage us:

• Fee-based planning – paid through your investments (usually around ~1%) and includes our full ongoing planning service, investment management, and implementation ($500k min.)
• Fee-for-service planning – Flat fee of $4,000-$10,000 based on the scope of the work (e.g. a full retirement plan vs. a focused projection) and the complexity of your situation (e.g. couples, rentals, corporations, trusts, etc.).

Engaging a financial advisor is a decision grounded in value; the benefits should outweigh the costs. Essentially, the expertise acquired, coupled with tax savings and potentially enhanced investment yields, should surpass the incurred fees.

Through our Retirement Assessment, we illustrate the precise advantages you stand to gain. Begin your journey with us with an initial phone consultation to explore if we are the right match for you.

There are three distinctive aspects of our firm that set us apart:

1. We specialize in retirement and tax planning, catering specifically to individuals who are 50 years and older.
2. We consciously restrict the number of new clients we accept. This strategy enables us to dedicate more time and offer unmatched value and personalized attention to the families who rely on our expertise.
3. Our approach is collaborative; clients are not limited to a single financial advisor but have the support of our entire team. This collective effort leverages a rich pool of knowledge and resources, ensuring that we offer well-rounded advice and leave no stone unturned.

Recognizing that it can be exceedingly difficult to distinguish one advisor from another, we proudly offer a no-obligation Free Retirement Assessment™.

In an industry where many bear similar titles, offer comparable services, and collaborate with like-minded vendors and third-party custodians, finding the right advisor can be a daunting task.

We invite you to take the first step in exploring a potential collaboration tailored to meet your needs by scheduling a complimentary phone consultation.