Retirement Income Planning, Calgary

Think Outside Your Portfolio with our advanced retirement income strategies designed to provide income for the rest of your life, without the guesswork or risk of outliving your money. If you want to organize your sources of income in the right order and most tax-efficient manner talk with one of us.

Creating Your Retirement Roadmap

Quality Retirement Planning, Calgary

Retirement Advisors

Wouldn't it be nice to know that you are in control of your finances and that you have a plan in place to retire on your terms?   It's all about understanding your Values and Goals  & Creating and Implementing a Quality Retirement Plan with Continued Progress Updates to stay on track. Our planning is designed for clients age 55+ with at least $250,000 in household investable assets and looking to retire in the next few years.   Step 1 Introductory Call. Book a 15-minute call so that we can get to know each other and see if our values align and if we are a good…

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Retirement Income Planning, Calgary

Guaranteed Lifetime Income

Do you want to have an absolute, positive guarantee that you'll never be poor?   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. Check out: Annuities & Retirement Happiness   How we HELP you Create Guaranteed, Predictable & Tax-efficient Lifetime Income: Ensure that you are getting everything you are entitled to from CPP & OAS pension benefits Create additional sources of Guaranteed Income from your…

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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 Trusted Advisors

"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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