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.
Retirement planning is an ongoing process, but a rewarding one. We’ll guide you through each step to ensure you’re on track for a fulfilling retirement. We focus on creating a plan that helps you achieve your goals in retirement. This isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live in this next stage of your life. We focus on creating a plan that helps you achieve your goals and enjoy your retirement.
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.