Canada's leader in retirement income planning.
Canada's leader in retirement income planning.
Our specialty is retirement income planning for 'nearly-retired', 'newly-retired' and 'fully-retired' couples and individuals. Although we are no longer serving individual clients, through speaking and writing, we continue to provide education and content to advisors and the Canadians who make up this demographic.
We have retired hundreds of times through our clients -- and we offer our experience to ensure that your retirement income plan is efficient, flexible and sustainable. It's not just about your investment portfolio. It's about integrating ALL aspects of your personal circumstances with expert planning, execution, monitoring and adapting as the stages of your retirement unfold.
As noted experts in this field -- and as insiders to our profession -- we know what makes for excellent retirement income planning and we know how hard it is to find the services you need at this important juncture. Whether working with an advisor, or constructing and managing your retirement income plan yourself, this site can help you draft the structure you need to put it all together. A collection of planning resources and perspectives from experienced advisors -- who also happen to be transitioning their own incomes from the working years to the retirement years -- can help you build a plan that works for YOU.
