Retirement Planning

How much do you need for retirement? Find out.

This is a MEGA HUGE topic. No matter what your age, you need to figure out how much you need to be saving for retirement and map out the steps to get there. In retirement planning meetings, we will run scenarios to map out your expected cash flow in retirement and work backwards to come up with an overall strategic plan to get you there that will look at your insurance, investments, pensions and savings.

Retirement Planning Session:

  • Do you/will you have enough to retire on?
  • What do you need for retirement?
  • What will the government provide?
  • How to maximize retirement income?

Retirees Planning Session

  • Should you be taking money from RRSPs before you need to RRIF?
  • What should your rate of withdrawal be between your accounts to ensure it lasts
  • Confirm your required rate of return on your investments to make the plan rock solid

Price: $450 – $750 + HST
OPTION: Customized notes from meeting: $100 + HST

Comprehensive Financial Plan
Yes. we also provide the large comprehensive financial plans that we talk about in our Philosophy. We do believe that these plans are useful, but so long as there is room for updates and changes. If you’d like to see absolutely every part of your financial life mapped out for you on paper – this is for you.
Price: $1000 + HST