Retirement Planning For Individuals Over Age 50

Reduce Taxes · Invest Smarter · Optimize Income

Reduce Taxes

Invest Smarter

Optimize Income

Are you worried about...

Being able to retire when you want?

Running out of money in retirement?

Paying more than your fair share in taxes

Having a sustainable investing strategy

How to create your Retirement Plan

Meet

You can grill us on our expertise, and we can learn more about your goals and finances

Create

With our team of experts, we put together ideas for you and your family

Execute

After choosing a plan, implement our recommendations

As Seen On

We do our best work with

Age: 50+

Investors over age 50

$300,000 +

Diligent savers who have accumulated investments of $300,000 or more.

Expert Guidance

People who value hiring an expert because they know their retirement is too important to manage it alone.

20 Retirement Tips Guide Cover

20 Retirement TIps

Looking for more? Get instant access our complete retirement guide today. 

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Your Retirement Shouldn't be Stressful

Simplify the Complex

Personal Wealth Management Services

We provide the following services for each of the following categories.

Advanced Tax Planning Strategies

TFSA
RRSP
Income Splitting
Tax Credits Maximization
Personal Tax Reviews
Tax-Efficient Investing

Education Planning

RESP


Retirement Planning

Pension Analysis
CPP/OAS Analysis
Retirement Income Projections
Investment Withdrawal Strategies

Investment Management

Portfolio Construction & Management
Stocks/Bonds/ETFs/Mutual Funds/GICs
Alternatives/Hedge Funds
Real Estate Investing
Bear Market Investment Strategies

Investment Management

Portfolio Construction & Management
Stocks/Bonds/ETFs/Mutual Funds/GICs
Alternatives/Hedge Funds
Real Estate Investing
Bear Market Investment Strategies

Cash Flow Management

Cash Flow Analysis
Mortgages
Home Equity Line of Credit

Estate Planning

Charitable Giving
Advice on Trusts
Transferring Family Assets
Tax Planned Wills

Recent Blog Posts

All the latest blog posts on retirement, tax planning, & investing

Free Resources

Looking for some helpful resources for things like budgeting, cash flow analysis, and financial life checkup?

Check out our free resources page where you can download these worksheets and more