Your Free Retirement
Assessment

A second opinion on three core areas to help you evaluate your retirement plans and make an informed decision about working together

Retirement Analysis

What amount can I safely spend?

Investment Analysis

How do I ensure I don’t run out of money?

Tax Return Analysis

What accounts do I spend from to reduce taxes?

GET YOUR FREE ASSESSMENT

We’re Retirement & Tax Planning Experts

and Do Our Best Work With

Aged 50+

You are nearing retirement or recently retired

$500,000+

You have saved $500k+ for retirement

Retirement Mindset

You want to spend your savings and enjoy retirement

Client Testimonial

I have worked with InvestorDNA for over 2 year and have never felt more at ease, they gave me a lot of transparency for my financial plans + typical investment management services including estate and tax planning, accounting services and retirement planning. Thanks to everyone at InvestorDNA.

Donald Mclellan

It’s been said that you don’t know what you do not know…meaning that there are times and areas of life when help and support from others with more knowledge and experience is crucial. InvestorDNA provides just that for my wife and I, as we navigate the complex and often volatile world of finances. We are grateful for the thorough and patient way the team has worked with us to not only explain what is happening ‘out there’, but assist us as we learn how to make the best financial decisions for our family.

John Estabrooks

I really appreciate how the team checks in more than once per year and offers good, sound advice patiently and knowledgeably.

Christin Rosa

How It Works

A 3-step process that highlights how you can
reduce taxes and spend your money without the worry of running out.

Step 1
Schedule 20-Min Call

A 20-minute phone call will give us both a chance to make sure your situation matches our expertise.

CLICK HERE TO SCHEDULE CALL
Step 2
Team Meeting

A virtual meeting with our team. During this 1-hour meeting, our team will get crystal clear on your retirement goals, needs, and concerns.

Step 3
Presentation

Your Retirement Assessment will be complete, we will have another 1-hour meeting to review our findings and recommendations.
We will explain exactly what you can do to improve your retirement plan, lower taxes, spend sustainably and optimize your investments.

Are You Spending like a cookie or a cake?

Before you make any withdrawals from your investment accounts. Watch this video!

Schedule your 20 Minute
Phone Call

CLICK HERE TO SCHEDULE

Still Have Questions?

Can you meet virtually and work with people in other provinces?

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.

How does InvestorDNA make money?

We are a firm specializing in retirement and tax planning. Our pricing is clear and tailored to your individual needs, reflected clearly in every statement.

Unlike some advisors who work on a commission basis, potentially hiding fees or fostering conflicts of interest, we maintain a transparent fee structure.

This single, clear fee encompasses continuous retirement and tax guidance, along with intelligent handling of all your investment portfolios. The fee is determined based on:

  • A set percentage of the managed investments
  • A fixed yearly charge

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.

How are your different than other financial advisors?

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.

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Community

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