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
  • 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 optimal time to start collecting
  • Retirement budget 
  • 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 $249 (What's This?)
  • In addition to appointments at our office, we offer Virtual meetings 
  • We have plans that are suitable for all clients regardless of investible assets. Fees are the industry standard and are negotiated before any planning is started. We are pleased to offer several structures to meet your needs.
  • No cost for insurance reviews
  • Travel insurance (Get an online quote here)
  • The hourly rate for financial planning: $249/hour plus GST.
  • Flat fee for financial planning for the first year starts at $2500
  • Fee-based planning model: up to 1% of assets under management or one-time commissions

My Retirement  Income Pan: Learn More

We are Calgary's most fee transparent Retirement Income Planning Specialists and are easy to do business with. You always know how much you're paying in fees so there is never a conflict of interest in our recommendations. We are committed to 100% Fee Disclosure.

Other Services:

  • Annuities 
  • Insurance Strategies for all ages and stages of life
  • Life, Disability, Illness Recovery Insurance
  • Travel Insurance
  • Guaranteed Investments
  • All Investment accounts such as RRSP's, TFSA's, RESP's, Plus GIC's and more

Ready to get started? Book 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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