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Fee for Service Planning

Fee for Service Planning Model

If you would like to receive professional financial advice without further committment: Package 1: By the Hour If you would like professional help with any area of your finances and are looking for objective expert advice you can meet with us on an hourly basis for $150 + gst/hour either in person or via Skype/FaceTime.  Click here to Book a 1-hour meeting.   Package 2: Retirement Transition If you are planning to retire within 5 years or less, you likely have questions about government benefits, TFSAs, RRSPs and RRIFs and when you should take income and from where. This package…

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Retirement Income and Investment Advisors, Calgary

Full Service Model

This service is for anyone who prefers a "hands-off" approach to managing their investments 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 need 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 exposure and…

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Quality Retirement Planning, Calgary

Our Process

OUR PROCESS   Our process with clients who are either in or near retirement: 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.   "55% of pre-retirees will change advisors when they transition to retirement"   This is the stage of life when you need to consolidate your investments with one advisor that specializes in building a portfolio that can produce the retirement income you'll need…

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Retirement Income Planning, Calgary

Cashable Annuities - The Simplest Retirement Plan

Should more of your income be annuitized? 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 annuities, variable annuities, deferred annuities, term annuities,…

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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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