Choose From 1 of Our 4 Options Below
How Will You Fund Retirement?
Imagine having a clear picture of where your retirement income will come from, how much you’ll receive, and the best time to start each income stream such as your RRIF, CPP, OAS, and more. Our plans break it down in simple, easy-to-understand language, so you’ll have full confidence in your retirement strategy.
Is Your Plan Stress-Tested?
Death of a spouse, market crashes, high inflation, helping out kids and grandkids—life can take unexpected turns. We all have different fears when it comes to our finances. Our plans help you visualize the impact of each scenario, so you can face your financial worries head-on and enjoy a worry-free retirement.
Looking to Pay Less Tax?
Our retirement plans are designed to keep your hard-earned money where it belongs—in your pocket, not with the CRA. Our Parallel Wealth retirement plans will help you minimize tax liabilities throughout retirement and on your estate.
Considering a Lifestyle Change?
Whether it's retiring early, cutting down your work hours, or downsizing, we’ll assess the financial impacts and help you plan for a smooth transition while keeping your retirement spending goals on track.
FEE FOR SERVICE PLANNING TEAM
Sample of our Retirement Plan & Deliverables
Our Retirement Plans are built on a dynamic program and we go through it with you in fine detail to make sure you have a complete understanding of every small detail from income flow, tax, estate planning and more.
Our plan deliverable includes a Retirement Guide, PDF and Excel of the plan, as well as a video breakdown of your plan PDF so you know how to read the report.
