Our Services and Fees

My Worry-Free Ideal Retirement Lifestyle Plan

 Here's a List of the Financial Services we Provide:

  • Retirement Income Planning for any age
  • Life insurance strategies
  • Real mortgage insurance
  • Helping you decide when it's best to take CPP & OAS
  • Generating income from your investments
  • Creating Guaranteed Lifetime Retirement Income 
  • Income Replacement & Final Expenses Insurance
  • Tax-Saving Strategies
  • Cashflow Planning
  • Estate Planning

Free Services:

Retirement Income Plans: 

  • A detailed customized RRSP exit strategy
  • CPP & OAS audit to ensure accuracy and the optimal time to start collecting
  • Retirement budgeting 
  • Tax saving opportunities, like income splitting
  • A full retirement income plan with the correct order for taking income from your various sources
  • The specific Risks that will concern you and your situation
  • Values and goals planning that will help create an ideal retirement lifestyle with purpose
  • A worry-free plan that will ensure you do not outlive your money and enable you to enjoy your life

The costs:

  • Retirement Readiness Assessment is $149 (What's This?)
  • We do comprehensive retirement income planning for existing full-service clients 59+. 
  • No cost for insurance reviews
  • Travel insurance (Get an online quote here)

My Retirement  Income Pan: Learn More

Other Products & Services:

  • Annuities 
  • Insurance Strategies for all ages and stages of life
  • Life, Disability, Illness Recovery Insurance
  • Travel Insurance
  • Guaranteed investments that offer monthly income for life
  • Private investments with higher yield and growth potential
  • All Investment accounts such as RRSP's, TFSA's, RESP's, Plus GIC's and more

Ready to get started? Book a 15-minute call Here!

Upcoming Workshops on Retirement Income Planning: Click Here

Register Now


Your Retirement Income Specialists,

Willis & Nancy

Ph: 587-755-0159

"Helping you get your financial house in order and create your worry-free ideal retirement lifestyle plan"



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