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
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…
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…
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…
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…
Your Advisors for Advanced Retirement Income Planning
Finance Articles
What You Can Learn From How The CPP Is Invested
Many people may not know that the Canada Pension Plan is run by an independent investment board. The government may enact legislation as to the mandate of the plan and what the level of the contribution is to be, but it's this arms-length board…
Get Rich Slowly
Our next seminar: "Get Rich Slowly" Creative strategies for growing wealth and retiring early Monday, February 10th, 2020 6:30-8:30pm 300, 1210 8th Street SW The best way to get…
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