An unbiased financial consulting service focused solely on providing expert advice and a customized plan.
No product sales, no commissions – just a personalized strategy tailored to your goals.
what i offer
Fee-For-Service Retirement Planning
25+
Years of experience
1400+
Financial Plans Completed
$250M
Assets Guided
100%
Customized Plans
choose your plan
Customized Financial Plans
for a successful retirement
Our Financial Plans are comprehensive and highly customized to reflect an individual’s personal, business and family financial needs, investment risk tolerance, and plan for saving, investing and ultimately achieving your retirement and estate planning goals.
Individual Plan
$
3000
A Retirement & Estate Plan which includes personally held Real Estate investments.
- Maximize Cash Flow
- Minimize Taxes
- RRSP/RRIF Meltdown
- Optimize CPP & OAS
- Phased Income Planning
- Includes Real Estate
- 1 Year of support
Household plan
$
3500
A Retirement & Estate Plan which includes personally held Real Estate investments.
- Maximize Cash Flow
- Minimize Taxes
- RRSP/RRIF Meltdown
- Optimize CPP & OAS
- Phased Income Planning
- Includes Real Estate
- 1 Year of support
Corporate Plan
$
5000
Everything in the Household Financial Plan, plus…
- Multi-HOLCO/OPCO/Trust planning
- Calculations for Rental Properties
- Corporate tax and income planning
- Integration of corporate assets with personal assets
- Calculations for up to 5 rental properties
Retirement Plans
Sample Retirement Plans
Our Financial Plans are comprehensive and highly customized to reflect an individual’s personal, business and family financial needs, investment risk tolerance, and plan for saving, investing and ultimately achieving your retirement and estate planning goals.
