For Individuals Over Age 50
reduce taxes· invest smarter· optimize income
We Do Our Best Work With
Investors over the age of 50
Diligent savers who have accumulated investments of $300,000 or more.
People who value hiring an expert because they know their retirement is too important to manage alone
Are you concerned about...
- Being able to retire when you want?
- Paying more than your fair share in taxes?
- Running out of money in retirement?
- Having a sustainable investment strategy
How To Get Started
Discover who we are and how we help. Quick and painless introductory meeting
A continuation of our first conservation, we find out what your goals and concerns are.
Taking into account your goals and concerns we create a financial strategy that fits your needs
After reviewing the strategies together, we start implementing them so these strategies can start working for you
The world is ever-changing. With our team of experts, we monitor your portfolio, keeping it up to date to reflect these changes
20 Retirement Tips
Looking for more? Get instant access our complete retirement guide today.
Personal Wealth Management Services
We provide the following services for each of the following categories.
Advanced Tax Planning Strategies
- Income Splitting
- Tax Credits Maximization
- Personal Tax Reviews
- Tax-Efficient Investing
- 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
- Home Equity Line of Credit
- Pension Analysis
- CPP/OAS Analysis
- Retirement Income Projections
- Investment Withdrawal Strategies
- Charitable Giving
- Advice on Trusts
- Transferring Family Assets
- Tax Planned Wills
Events & Webinars
For upcoming retirement and tax workshops see our events page.
Can’t attend? Watch one our of on-demand webinars: Taxes in Retirement – 6 Ways to Beat the System
Looking for some helpful resources for things like budgeting, cash flow analysis, and financial life checkup?
Our free resources page has downloadable worksheets and more