Fee-Only Retirement Planning, Calgary

3 Best Rated

Transitioning into retirement can leave you feeling overwhelmed with so many decisions to make. As fee-only planners, we will build you a plan utilizing more than 21 techniques that can save you $1000 in taxes. We will determine a sustainable level of income for your lifetime, determine the best order to draw money, in the most tax-efficient manner so you can retire more confidently with purpose and peace of mind.

Choose Your Planning Model

Fee-only Retirement Income Planning, Calgary

Fee-Only Retirement Income Planning

***We are open for business as usual and doing our meetings  online via Facetime/Zoom for the month of July***   Our mission is to help our clients get their total financial house in order and retire    more confidently with purpose & peace of mind   You need a customized plan based on your values, goals and assets. We predominately work with individuals and couples who are 55+ and are transitioning to retirement within the next few years.     Your plan will show you:  How to structure taking income from your various sources in the most logical and…

Learn more

Retirement Income and Investment Advisors, Calgary

Full Service Planning With Wealth Management

***We are open for business and doing our meetings online via FaceTime/Zoom for July*** This service is for you if you are over age 55 and have at least $500,000 of wealth accumulation and you prefer a "hands-off" approach to manage your investment portfolio you desire to hire a professional.   You may have a hodgepodge assortment of investments spread around and no idea of how to put it together into a plan.   You want to create a comfortable retirement lifestyle with flexibility built-in. We will show you exactly how much income you can generate throughout retirement and the correct…

Learn more

Our Process

***We are open for business and doing our meetings online  via Facetime/Zoom for the month of July***     OUR PROCESS   Our "Planning First" Philosophy This is the stage of life when you need to meet with an expert who specializes in retirement INCOME planning to build a plan that will produce the retirement income you need and do so in the most tax-efficient and sustainable manner. You've worked hard all your life and saved as much as possible to get to this point so it is imperative that you know your are making good choices about your money.   Here's…

Learn more

Retirement Income Planning, Calgary

A Simple Retirement Plan Using Annuities

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…

Learn more

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

We met Willis and Nancy at the seminar they hold several times a year. Our son recommended we attend to get a better idea about our investments as he thought we were not getting proper service from one of the big banks and we had recently retired. We were so very impressed with their presentation… Read More

We met Willis and Nancy at the seminar they hold several times a year. Our son recommended we attend to get a better idea about our investments as he thought we were not. . . Read More

Cindy and John

Clients since 2019

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.

Finance Articles

Contact Us

Questions? Comments? Call us today at 587-755-0159 or fill out the form below:

Have Questions? Call Us Today At

Call Us

Join Our Newsletter



Subscribe