Retirement Income & Investment Advisors, Calgary

We specialize in retirement income planning and offer 2 ways to work with us - a full service model or an hourly fee for service model.

Choose Your Planning Model

Fee for Service Planning

Fee for Service Planning Model

If you would like to receive professional financial advice without further committment: Package 1: By the Hour If you would like professional help with any area of your finances and are looking for objective expert advice you can meet with us on an hourly basis for $150 + gst/hour either in person or via Skype/FaceTime.  Click here to Book a 1-hour meeting.   Package 2: Retirement Transition If you are planning to retire within 5 years or less, you likely have questions about government benefits, TFSAs, RRSPs and RRIFs and when you should take income and from where. This package…

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Retirement Income and Investment Advisors, Calgary

Full Service Model

This service is for anyone who prefers a "hands-off" approach to managing their investments 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 need 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 exposure and…

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Quality Retirement Planning, Calgary

Our Process

OUR PROCESS   Our process with clients who are either in or near retirement: 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.   "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 income you'll need…

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Retirement Income Planning, Calgary

Cashable Annuities - The Simplest Retirement Plan

Should more of your income be annuitized? 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 annuities, variable annuities, deferred annuities, term annuities,…

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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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