With over 25 years of experience and 1,400+ retirement plans built, we specialize in retirement planning for Canadians age 50+, focusing on turning your savings into reliable, tax-efficient income. Every plan is built around real decisions—when to withdraw, how to reduce taxes, and how to make your money last. You get clarity, structure, and a plan you can actually follow.
About us
What Make Us Unique
Passion for Results
What We Believe
Most advisors focus on growing your investments. I focus on how you actually use them.
Retirement is a different phase, and it requires a different kind of planning. The decisions around when to draw income, how to minimize taxes, and how to make your money last are far more important than chasing returns. That’s where I spend all my time.
I work almost exclusively with Canadians age 50+—pre-retirees and newly retired couples—so the advice you get is specific to your stage of life. It’s not generic, and it’s not built on assumptions that only apply during your working years.
Every plan I build is practical and detailed. We’re not just looking at your investments. We’re mapping out your income year by year, showing you where to draw from, how much tax you’ll pay, and how to adjust along the way. You’ll know exactly how your CPP, OAS, pensions, RRSPs, and non-registered accounts all fit together.
I also don’t disappear after the plan is done. You get a full year of support, so if something changes or you have questions, we adjust the plan together.
And finally, there’s experience. I’ve built over 1,400 retirement plans and spent more than 25 years helping Canadians transition into retirement. That pattern recognition matters—it helps avoid mistakes and gives you confidence that your plan is built on what actually works.
If you want a retirement plan that’s clear, realistic, and built around your life, not just your portfolio, that’s where I’m different.
Here's our calendar
Schedule a Call