Retirement Income & Investment Advisors, Calgary
We specialize in working with people who are nearly retired or newly retired and have less than a $1 Million of savings. Our 3 step process is to identify how much income is needed, timing the drawdown of assets and designing a portfolio to ensure you have lifelong income. Ready to retire and be happy?
Choose Your Retirement Roadmap
Retirees with less than $500,000
Do you want to have an absolute, positive guarantee that you'll never be poor? If you have less than $500,000 of retirement savings there is no room for error in managing your portfolio and you have to avoid costly mistakes like being overexposed to stock market volatility. Depending on your income needs and the sources of income you have, you will need as much income protection as possible. More of your income has to be annuitized. The research is conclusive: Retirees with guaranteed lifetime income are happier and experience a greater degree of retirement satisfaction…
Retirees With $500,000 - $1,000,000
Most Canadians going into retirement have no plan. They have a hodgepodge assortment of investments and a foggy idea of how to put it all together. The majority of financial advisors at the big firms only take clients with large accounts of over $1,000,000 and mainly focus on investments that are 100% exposed to the stock markets. No one knows what the future holds or how the markets are going to perform in the next 20 years. With close to a $1million of assets, you have more options and can create a comfortable retirement lifestyle with flexibility built in. Your plan base needs to…
Our Process
OUR PROCESS Our process with clients who are either in or near retirement and have $1,000,000 or less in savings. Perhaps you have done well growing your savings with the help of an advisor over the years, but you are not confident that he or she has the expertise or willingness to put together a comprehensive income plan. "55% of pre-retirees will change advisors when they transition to retirement" This is the stage of life when you need to consolidate your investments with one advisor that specializes in building a portfolio that can produce the retirement…
Resources for Clients
Just search the web and you will find some horror stories about travel insurance. If you're traveling outside of Canada in the next little while make sure you understand what you have for Travel Insurance. Here's a couple of tips: 1. ) Check your coverage. If you are depending on the coverage through your Credit Card or group plan at work read the fine print. There are limitations to this coverage, especially with the maximum days per trip you will be covered. 2. ) Make sure you have the Travel Card with you or the policy number along with the 1-800 number so that you…
Your Advisors for Advanced Retirement Income Planning
Finance Articles
Our Trip to Panama
Panama is hot! We spent 19 days traveling around the country in March of this year and noticed that Panama is a country of contrasts. Rich and poor. Modern and traditional. New and old. Clean and dirty. For several years we have been reading…
Plan Well - Retire Well
Before heading out on vacation you'll take the time to plan where you are going, how you will get there, where you'll be staying and the activities you want to participate in. You may plan a wedding, plan for a new baby, plan out your…
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