• Retire Confidently - With Affordable

    Expert, Objective Planning & Advice!

  • Retire Confidently - With Affordable

    Expert, Objective Planning & Advice!

Retirement Income & Investment Advisors, Calgary

We specialize in affordable, expert, and objective retirement income planning and advice for Canadians transitioning into retirement. Everyone deserves a plan they can understand and we are committed to providing advice for Everyone, regardless of level of wealth.

Choose Your Planning Model

Retirement Income & Investment Planning, Calgary

Fee Only Planning & Advice

The main reason we got into this business was to help people retire with more money. We strongly believe that the reason people make so many mistakes with their money is that they are ill-informed from financial salespeople who are mainly interested in making a fast commission and do not take the time to understand a client's entire financial situation. The loser is the consumer and we want to help as many Canadians as possible retire with confidence and we are committed to a planning first philosophy and to providing affordable, expert and objective advice to everyone - regardless of…

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Retirement Income and Investment Advisors, Calgary

Planning & Portfolio Management

This service is for anyone who prefers a "hands-off" approach to managing their investment portfolio and desires to hire a professional.   You may have a hodgepodge assortment of investments and a foggy idea of how to put it all together.   Regardless of the size of your retirement nest egg, you want to know your options and create a comfortable retirement lifestyle with flexibility built-in. Your plan base needs to be filled with some guaranteed sources of income from government benefits and investments that can provide predictable and sustainable income for life. You can limit market…

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Quality Retirement Planning, Calgary

Our Process

OUR PROCESS   Perhaps you have done well growing your savings by yourself or with the help of an advisor over the years, but you are not confident that he or she or you have the expertise or willingness to put together a comprehensive retirement income plan that brings all of the pieces together. We are committed to providing all Canadians with access to affordable, expert advice and planning; regardless of their level of wealth, so that they can retire with confidence.   Our Planning First philosophy This is the stage of life when you need to meet with an expert who…

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Retirement Income Planning, Calgary

Annuities - The Simplest Retirement Plan

Would you like a simple retirement income plan with no more investment decisions or stock market worries? The research is conclusive: Retirees with guaranteed lifetime income are happier and experience a greater degree of retirement satisfaction because they are not worried about outliving their money. During retirement, you have to de-risk your portfolio and reduce the market exposure of your investments so that you can ensure you do not run out of money. There are all kinds of annuities available, however, you probably have never heard of most of them. For example, Cashable…

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Your Advisors for Advanced Retirement Income Planning

"My wife and I have been enjoying the time we’ve spent doing business with Willis. You can always tell when someone enjoys what they do and are doing it for the right reasons. When it comes to Willis, there are no hidden agendas or sales pitches. He lays out all the business product options and… Read More

"My wife and I have been enjoying the time we’ve spent doing business with Willis. You can always tell when someone enjoys what they do and are doing it for the right. . . Read More

Derek Belzile

Business Coach, CEM International Management Consultants Ltd.

"When it comes to getting your financial life in order, Willis is THE guy you want on your team. This is definitely his wheel house."

"When it comes to getting your financial life in order, Willis is THE guy you want on your team. This is definitely his wheel house."

Kathleen Mailer

Best Selling Author, International Business Evangelist, Speaker, Trainer, Facilitator, Aurora Publishing

Nancy is a knowledgeable, insightful person who understands her chosen vocation very well. There is no doubt in my mind that any communication with Nancy will be pleasant, rewarding and beneficial to all concerned.   

Nancy is a knowledgeable, insightful person who understands her chosen vocation very well. There is no doubt in my mind that any communication with Nancy will be pleasant,. . . Read More

Jonathan Haman

Past Client

A complete and thorough overview of various components of our personal finacial dealings with Life and Disability Insurance has positively affected our savings and has provided greater benefits for my spouse and family. Over the last 12 years I have watched the steady performance of a thorough and… Read More

A complete and thorough overview of various components of our personal finacial dealings with Life and Disability Insurance has positively affected our savings and has. . . Read More

Gordon Cousins

Client Safeguard By Cousins

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