• Calgary's Only Fee-Only

    Retirement Income Planners!

  • Calgary's Only Fee-Only

    Retirement Income Planners!

Fee-Only Retirement Income Planning, Calgary

Transitioning into retirement can leave you feeling overwhelmed with so many important decisions to make. As fee-only planners, we will build you a plan utilizing more than 20 techniques that can save you $1000 in taxes. Your plan will determine a sustainable level of income for your lifetime, determine the best order to take your income in the most tax-efficient manner so you can have complete confidence that you will not run out of money.

Choose Your Planning Model

Fee-only Retirement Income Planning, Calgary

Fee Only Planning & Advice

  Our mission is to educate and empower our clients to reach their goals and inspire them to live a life of meaning and purpose. We are unique in that we customize our service to fit your needs. Some people need help with a specific problem or question, like dealing with a severance package or divorce. Some people want a retirement transition plan that outlines the order to take their income from their various sources in the most tax-efficient manner and they want to know a sustainable amount of income to take each year so they don't have to worry about running out of money. Some…

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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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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 you or your advisor 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 you with expert advice and planning; regardless of your level of wealth, so that you can retire with confidence.   Our "Planning First" Philosophy This is the stage of life when you need to meet with an expert who specializes in retirement INCOME…

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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 realized a long time ago the value of a financial planner over just a bank representative. We just felt like a number to the banks as every year it seemed we saw a different adviser with a different view. But finding a trusted, knowledgeable and personable financial planner took a lot… Read More

My wife and I realized a long time ago the value of a financial planner over just a bank representative. We just felt like a number to the banks as every year it seemed we. . . Read More

Paul & Elaine Radder

Long-term Clients

We contacted Willis and Nancy for advice about our retirement planning. We were looking for answers to specific questions regarding when was the best time to take our CPP and OAS and in what order to draw down assets. Willis was able to answer these questions and provide us with an overall strategy… Read More

We contacted Willis and Nancy for advice about our retirement planning. We were looking for answers to specific questions regarding when was the best time to take our CPP and. . . Read More

Marcel & Lori Durand

Recent Fee-Only Client

I sought out a fee-only retirement income planner in the summer of 2018 as we were both retiring at the end of 2018. I wanted to validate our pension strategy related to tax brackets and tax credits. The process was smooth - Willis is very knowledgeable and has recently passed his certified… Read More

I sought out a fee-only retirement income planner in the summer of 2018 as we were both retiring at the end of 2018. I wanted to validate our pension strategy related to tax. . . Read More

John & Shirley Hodge

Recent Client

Willis and Nancy are amazing. I am near retiring totally and they advised me what to do to help me be financially set. I was late in starting my financial plan but they helped me to see that I was going to be okay.   They are so knowledgeable about what is going on in the world financially… Read More

Willis and Nancy are amazing. I am near retiring totally and they advised me what to do to help me be financially set. I was late in starting my financial plan but they. . . Read More

Catherine Moon

Client

"Hi, I wanted to send you a note to say that I just read the Jan 17 newsletter that you sent out. It is the first financial letter that I have ever read and fully understood. I've always left investment info to Gord. I really enjoyed it, and look forward to next month's letter. " Jean… Read More

"Hi, I wanted to send you a note to say that I just read the Jan 17 newsletter that you sent out. It is the first financial letter that I have ever read and fully. . . Read More

Jean Cousins

Full Service Client

Thorough, Reliable and true to their word. Working with Willis and Nancy is easy and even when having difficult conversations. They present the facts in a way that both my wife and I could understand.

Thorough, Reliable and true to their word. Working with Willis and Nancy is easy and even when having difficult conversations. They present the facts in a way that both my. . . Read More

Simon and Jilene Sauve

Full-Service Client

"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 options and provides all the… 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.

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

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