Retirement Income Planning, Calgary
You have made a lot of smart decisions with your money. You have worked hard, made sacrifices, saved and invested wisely. Now it's time to enjoy the fruit of your labour. We can help you put together a well-designed retirement income plan that produces enough guaranteed income to enjoy your lifestyle, maximizes your government benefits and includes tax-efficient investments best suited for retirees.
Creating Your Financial Roadmap
My Retirement Plan
Wouldn't it be nice to know that you are in control of your finances and that you have a plan in place to protect your family and a plan for building wealth and to retire on your terms? When we first met with Gavin he knew he needed help with his finances, he just didn't know where to start. We met for a coffee one day to visit and from there he booked a more formal meeting at our office. Gavin was like many middle-aged adults - second marriage, business owner, successful in his career. He had several LIRA's from past employers, some trading accounts at his bank, no insurance…
Our 1 Hour Retirement Review
Do you want to be rich or do you want to have an absolute, positive guarantee that you'll never be poor? There is a high probability that you'll live into your 90's and you will have to draw an income from your portfolio for a long time. In these uncertain times, that is the most important information you will get your hands on. Your portfolio can very quickly dwindle away if it isn't properly managed. This is not the time for buying penny stocks. You need income guarantees. Before retirement, you had a couple sources of income, but as you move into the decumulation…
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 running out of 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…
Our Planning Process
Wouldn't It Be Nice to Know What a Written Quality Retirement Plan looks like or How Much Money You Need to Fund Your Retirement Lifestyle & Be Confident That You Won't Run Out of Money? If you're like most people you want to know: How much money do I need in order to retire? How do I pay less in taxes? How do I take income from my investments, while preserving the capital? How much money will I get in Government Pensions (CPP & OAS)? How do I know for sure I'm getting everything I'm entitled to? How much guaranteed income will I have, and can I create,…
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Finance Articles
Using The Bank's Money to Build Your Wealth
About 6 years ago we were celebrating our "debt free" day and contemplating what our next financial move would be. We had a significant amount of equity built up in our house. We had already set up a "HELOC" (Home Equity Line of Credit) on our home…
How and When to Take Advantage of Market Turmoil
So far in 2018, the stock market has been on a wild ride. We have seen some significant pullbacks and seen some days where the markets have swung from the positive to the negative within hours. The question always becomes, "do I run for safety or…
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