Retirement Income & Investment Advisors, Calgary

We specialize in working with people who are nearly retired or newly retired. Our 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

Retirement Income Planning, Calgary

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…

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Retirement Income and Investment Advisors, Calgary

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…

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Quality Retirement Planning, Calgary

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…

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Travel Insurance, Calgary

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…

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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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