Household Retirement Plan

This plan is designed for households and includes your spouse or common-law partner. If you're looking for a plan just for yourself, please select the Individual Retirement Plan.

Your plan includes:

Household retirement cashflow planning
CPP and OAS timing for both spouses
Spousal income splitting strategies
Tax-efficient registered account withdrawals
Household RRSP/RRIF Meltdown and Laddered Income strategies
Tax rate smoothing between spouses
Stress testing if one spouse passes away early

Once your purchase is complete, our office will be in touch within 48 business hours with next steps.

The initial payment is processed at purchase. The second payment is automatically charged 60 days later.

2 equal payments of $2,000 plus tax

Spouse/Partner First Name

Spouse/Partner Last Name

Spouse/Partner Email

Referred By - current PWFG client

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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

Payment: 50% of the cost will be charged immediately. The remaining 50% will be charged 60 days from now. Please note, depending on timing, this final payment could be before or after your scheduled plan presentation & delivery.
Planner: You will be assigned a dedicated CERTIFIED FINANCIAL PLANNER® professional from our team to communicate with you, as well as develop and present your plan.
Deliverables: Please see our Advisory Services Agreement for all 11 deliverables throughout the course of your plan
Out of Scope: Please see our Advisory Services Agreement for any services that are not included in this planning engagement. (Please reach out to our awesome team members at Admin@ParallelWealth.com if you have any questions or clarification!)

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 entire team looks forward to helping you with your retirement planning!