Individual Retirement Plan Full Update

A Full Update would include:

15-minute pre-plan update phone call.
Updated retirement plan with revised RRSP Meltdown and tax-planning strategies.
1-hour Zoom meeting to review the plan in detail.
Updated PDF report and Excel spreadsheet.
Recorded video walkthrough of your updated plan.
3-month email retainer for follow-up questions and clarification.

1 payment of $1,750 plus tax

I have read and agree to the terms and conditions of this page as follows:

Terms of Service - Please scroll down for key points

You are agreeing to having reviewed our Advisory Services Agreement (click here to review the entire document).

Key Points

Deliverables: Please see our Advisory Services Agreement for full details.
Client Responsibilities: Please see our Advisory Services Agreement for full details.
Fees and Compensation: Please see our Advisory Services Agreement for full details.

Our Thanks!

We love helping Canadians from Coast to Coast, and we thank you for the opportunity to help you with your retirement goals. Our team looks forward to working with you again!