Guaranteed Lifetime Income

Retirement Income Planning, Calgary

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 investments
  • Structure your income in the most tax-efficient way so that CRA doesn't become your biggest beneficiary
  • Protect your assets so you don't run out of income and ensure you can leave a legacy
  • Provide continued growth for your investments even while withdrawing from them
  • Use guarantees to cover off 3 main retirement risks: longevity, market volitility and inflation.

The people we help best:

    •    You have several investible assets like RRSPs, TFSAs, LIRAs.

    •    You are already in or are soon transitioning into your retirement lifestyle. 

    •    You are not happy with your current financial advice or lack of a plan.

    •    You're looking for clarity on your future so that you can stop worrying about it.

    •    You do not want to outlive your money.

    •    You want to have security and freedom. (know how much you can spend & when you can retire)

"50% of retirees did not get to choose their retirement date - it was forced upon them due to poor health, being downsized, negative work conditions, or having to become a full-time caregiver to aging parents." LIRMRA Retirement Study 2012

Click for info on all Upcoming Retirement Income Planning Workshops

Over the years you have made many sacrifices and made good choices with your money and now it's time to enjoy the fruits of your labour. You can avoid a lot of costly mistakes by taking the time to have a properly crafted retirement plan that is customized for you and built to preserve a lifetime of hard work.

Check out our calendar below and schedule a $249 Retirement Readiness Assessment where we can help you get clarity around your retirement goals and complete a financial summary on one page and show how to create guaranteed, predictable & tax-efficient income for life. 








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