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 I got into this business was to help people make better financial decisions. I strongly believe that the reason people make so many bad decisions with their money is that they are ill-informed from financial salespeople who are only interested in making a sale and a commission and do not take the time to understand a client's entire financial situation. The loser is the consumer and I want to help as many Canadians as possible retire with confidence and I am committed to providing affordable, expert and objective advice to everyone - regardless of their level of wealth. …
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 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 retirement income plan for you. We are committed to providing all Canadians with access to affordable, expert advice and planning so that they can retire with confidence. "55% of pre-retirees will change advisors when they transition to retirement" This is the stage of life when you need to meet with an expert who specializes in retirement planning and in…
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
Is this the time to Be Moving from Stocks to Bonds?
Although stocks and bonds are both good investments there big differences between the two. The old school rule of thumb was to have a percentage of bonds in your portfolio that corresponds with your age. If you are age 60 then you would have 60%…
Don't Be a Deadbeat Dead Person
Everyone leaves a legacy - some good and some bad. This is what I remember when my Grand Father died - he didn't have enough money in his possession to 'bury his ass' in the ground. My dad was so annoyed that his father didn't…
Contact Us
