Our All-Inclusive Service for Retirement Income, Investment, and Tax-Planning.

We are a Calgary based company and we work with clients in-person at our office or virtually through online meetings where you can be anywhere in the world!

We help Canadians aged 50+ who want to get past the financial complexity and into a position of clarity so they can move into retirement readiness and enjoy their ideal lifestyle sooner with an all-inclusive service for retirement income, investment, and tax-planning.

Our service is for you if you prefer to delegate the organization and implementation of your plan to a professional to:

• simplify your finances;
• stay organized;
• follow a properly laid out plan that is recalibrated annually and as life changes occur;
• enjoy your retirement savings always knowing what your income will be each month so you don’t overspend or underspend;
• delegate the implementation of your retirement income, investments, and tax-planning to a team of professionals for ongoing advice, monitoring, and execution.

This is especially for you if:

• You have an advisor who doesn’t provide any planning or advice (yet you are paying for it).
• You don’t have an advisor and your investments are all over the place.
• You still have investments with your past employer, or you left your job and your accounts are still sitting over there.
• You don’t want to manage your investments by yourself because you want to ensure you have sustainable & tax-efficient income without the fear of running out.
• You’re not an investment specialist or tax expert and you know you should delegate this to someone who makes this their life work (you don’t do your own roofing, electrical, or plumbing either).
• You want a team that you can depend on who is consistently available to help when you call or email.
• You want your investments structured in a way that makes sense so you can focus on enjoying life, not worrying about the markets or the economy.
• You value money, time, and family. You’ve worked hard over your lifetime and now you want to make sure this enables you to have the best possible retirement (not focusing on the dollars but on what really matters to you in life).

We want to ensure you keep your financial house in order, forever, so you can focus on living your ideal lifestyle with confidence and peace of mind, regardless of what is happening in the stock market or on the 6pm news.

Here’s what we do for our clients:

• First and foremost, we want to remove the guesswork out of financial planning in 90 days or less. The first thing we do is build a financial dashboard that will act as a roadmap for your retirement.
• This will include a sustainable income to take each year, where to draw the income from in the most tax-efficient manner and the smartest, safest investment plan.
• Your retirement income, investments, and tax-planning have to all work together in unison in order to create an investment structure that can provide the income you need in the most tax-efficient manner and ensure that is sustainable for your lifetime. This isn’t something you can set up once and forget about it. Rather, it needs to be updated regularly so that the appropriate actions can be made beforehand.
• We meet 2 times per year (at least) either in-person, or virtually through online meetings to implement strategic income, investment, and in-depth tax planning to ensure you are getting your maximum government benefits.
• We are always just a phone call or an email away and respond quickly to all our client’s inquiries. We all know this is next to impossible to find at any financial institution anymore. You’ll only have to deal with us moving forward and you will not be ignored.

If this is the type of life that you would like to create for your future then book an appointment and we’ll help you create your financial roadmap, gain clarity around your goals & values and get your financial house in order so you can move into your ideal lifestyle sooner.

As independent advisors, we have access to numerous investment options that will meet your income and growth needs. This is a flat-fee-based service. Book an introductory meeting with us where we will review your situation, explain our all-inclusive service, and determine the next steps moving forward.