Personalized Retirement Planning
One of the more popular rules suggests that retirees will need just 70% to 80% of their pre-retirement income to maintain their standard of living. Whether planning for an earlier retirement or enriching your retirement goals, we’ll work with you to help make it possible. I care about your retirement. I help Canadians coast to coast take control of their finances and create the security and freedom they’ve been dreaming of. My unbiased approach to financial planning removes any retirement uncertainties.
Affordable Financial Solutions
After we build the original plan, an annual meeting is usually sufficient. I’m only a call away if you feel we need to speak again if you’re going through a life change that impacts your financial situation or simply curious about your financial progress. You’ll feel empowered to make the right tweaks to your finances so that you can reach your goals sooner. Don’t put it off another year.
Choosing the Right Retirement Plan
My goal through this fee-only advice model is to teach you how to manage your finances so that you don’t have to rely on me going forward. With the additional guidance from my investment and financial planning apps, you will be well on your way to managing your investments with confidence for now and for the future.
Nic Tustin, BA Econ
I used my experience from BMO, Canada Life, Edward Jones, Sunlife and TD to create apps to help investors pay fewer fees and income tax. I bring my experience from working at a variety of financial institutions to provide you with unbiased recommendations. I primarily focus on tactical asset allocation by actively balancing portfolios to reduce market risk. I create diversified portfolios based on algorithms. Less guesswork and more structure when it comes to investing will help you reach your targeted retirement goals.