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Fee for Service Planning

Fee Only Planning & Advice

The main reason I got into this business was to help people make better financial decisions. I strongly believe that the reason people make so many bad decisions with their money is that they are ill-informed from financial salespeople who are only interested in making a sale and a commission and do not take the time to understand a client's entire financial situation. The loser is the consumer and I want to help as many Canadians as possible retire with confidence and I am committed to providing affordable, expert and objective advice to everyone - regardless of their level of wealth. …

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Retirement Income and Investment Advisors, Calgary

Planning & Portfolio Management

This service is for anyone who prefers a "hands-off" approach to managing their investment portfolio 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 want 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…

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Quality Retirement Planning, Calgary

Our Process

OUR PROCESS   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. We are committed to providing all Canadians with access to affordable, expert advice and planning so that they can retire with confidence.   "55% of pre-retirees will change advisors when they transition to retirement"   This is the stage of life when you need to meet with an expert who specializes in retirement planning and in…

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Retirement Income Planning, Calgary

Annuities - The Simplest Retirement Plan

Would you like a simple retirement income plan with no more investment decisions or stock market worries? 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…

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Travel Insurance, Calgary

Resources for Clients

Just search the web and you will find some horror stories about travel insurance. If you're traveling outside of Canada in the next little while make sure you understand what you have for Travel Insurance. Here's a couple of tips:   1. ) Check your coverage.  If you are depending on the coverage through your Credit Card or group plan at work read the fine print. There are limitations to this coverage, especially with the maximum days per trip you will be covered. 2. ) Make sure you have the Travel Card with you or the policy number along with the 1-800 number so that you…

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