Retirement Planning

For Individuals Over Age 50

reduce taxes· invest smarter· optimize income

As Seen On

We Do Our Best Work With

Age 50

Age: 50+

Investors over the age of 50

Savings

$300,000+

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

Expert

Expert Guidance

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

Recent Blog Posts

All the latest blog posts on farm retirement, transition planning, and succession planning

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

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Conversation

Discover who we are and how we help. Quick and painless introductory meeting

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Meet

A continuation of our first conservation, we find out what your goals and concerns are.

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Strategize

Taking into account your goals and concerns we create a financial strategy that fits your needs

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Execute

After reviewing the strategies together, we start implementing them so these strategies can start working for you

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Monitor

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

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

Investment Management

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

Education Planning

  • RESP

Cash Flow Management

  • Cash Flow Analysis
  • Mortgages
  • Home Equity Line of Credit

Retirement Planning

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

Estate Planning

  • 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

Free Resources

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

Your Retirement Shouldn't Be Stressful

Let us help simplify the complex