• Fee Only Retirement Income Planning

    For Singles & Couples 55+

  • Fee Only Retirement Income Planning

    For Singles & Couples 55+

Retirement Income Planning, Calgary

3 Best Rated

On a scale of 1-10 how would you rate your financial house being in total order and your readiness for retirement? Would you like to have your total financial house in order and retire confidently with a clear plan to enjoy your ideal lifestyle? Our proven process can make it a 10. We are a husband and wife team and we work exclusively with clients 55+ who are getting ready to retire soon and want to get organized and ready to enjoy the next phase of living.

Who We Work With & How We Help

Retirement Income Planning, Calgary

Fee Only Retirement Income Planning Process

Are you over age 55 and looking to retire soon?      Are you ready to start enjoying the fruits of your hard work?   Want to know how much you can afford to spend to enjoy your ideal retirement and not run out later?   Feeling a little frustrated with the lack of advice & planning you are getting from your current advisor or institution?   Your successful retirement is built on the foundation of an unbiased Retirement Income Plan from an independent professional. As you transition into retirement, your confidence level needs to be a 10, with your total…

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Retirement Income Planning, Calgary

Fee Based Full Service Planning & Management

Our Ideal Client Community  Our ideal clients prefer to delegate the implementation of their plan and the oversight of all their financial affairs to a professional team of advisors for ongoing advice & planning. We ensure you get and keep your financial house in order. This is for you if you want to simplify & consolidate your investments with one team so that you are free to focus on living your ideal lifestyle and not worry about the stock market. We enjoy working with people with whom we have similar values, so we created our exclusive, All-Inclusive Client Community. We value…

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Travel Insurance, Calgary

Purchase Travel Insurance

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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Your Advisors for Retirement Income, Investment and Tax Planning

My wife and I realized a long time ago the value of a financial planner over just a bank representative. We just felt like a number to the banks as every year it seemed we saw a different adviser with a different view. But finding a trusted, knowledgeable and personable financial planner took a lot… Read More

My wife and I realized a long time ago the value of a financial planner over just a bank representative. We just felt like a number to the banks as every year it seemed we. . . Read More

Paul & Elaine Radder

Long-term Clients

We contacted Willis and Nancy for advice about our retirement planning. We were looking for answers to specific questions regarding when was the best time to take our CPP and OAS and in what order to draw down assets. Willis was able to answer these questions and provide us with an overall strategy… Read More

We contacted Willis and Nancy for advice about our retirement planning. We were looking for answers to specific questions regarding when was the best time to take our CPP and. . . Read More

Marcel & Lori Durand

Recent Fee-Only Client

I sought out a fee-only retirement income planner in the summer of 2018 as we were both retiring at the end of 2018. I wanted to validate our pension strategy related to tax brackets and tax credits. The process was smooth - Willis is very knowledgeable and has recently passed his certified… Read More

I sought out a fee-only retirement income planner in the summer of 2018 as we were both retiring at the end of 2018. I wanted to validate our pension strategy related to tax. . . Read More

John & Shirley Hodge

Recent Client

We met Willis and Nancy at the seminar they hold several times a year. Our son recommended we attend to get a better idea about our investments as he thought we were not getting proper service from one of the big banks and we had recently retired. We were so very impressed with their presentation… Read More

We met Willis and Nancy at the seminar they hold several times a year. Our son recommended we attend to get a better idea about our investments as he thought we were not. . . Read More

Cindy and John

Clients since 2019

Willis and Nancy are amazing. I am near retiring totally and they advised me what to do to help me be financially set. I was late in starting my financial plan but they helped me to see that I was going to be okay.   They are so knowledgeable about what is going on in the world financially… Read More

Willis and Nancy are amazing. I am near retiring totally and they advised me what to do to help me be financially set. I was late in starting my financial plan but they. . . Read More

Catherine Moon

Client

"Hi, I wanted to send you a note to say that I just read the Jan 17 newsletter that you sent out. It is the first financial letter that I have ever read and fully understood. I've always left investment info to Gord. I really enjoyed it, and look forward to next month's letter. " Jean… Read More

"Hi, I wanted to send you a note to say that I just read the Jan 17 newsletter that you sent out. It is the first financial letter that I have ever read and fully. . . Read More

Jean Cousins

Full Service Client

Thorough, Reliable and true to their word. Working with Willis and Nancy is easy and even when having difficult conversations. They present the facts in a way that both my wife and I could understand.

Thorough, Reliable and true to their word. Working with Willis and Nancy is easy and even when having difficult conversations. They present the facts in a way that both my. . . Read More

Simon and Jilene Sauve

Full-Service Client

"My wife and I have been enjoying the time we’ve spent doing business with Willis. You can always tell when someone enjoys what they do and are doing it for the right reasons. When it comes to Willis, there are no hidden agendas or sales pitches. He lays out all the options and provides all the… Read More

"My wife and I have been enjoying the time we’ve spent doing business with Willis. You can always tell when someone enjoys what they do and are doing it for the right. . . Read More

Derek Belzile

Business Coach, CEM International Management Consultants Ltd.

Finance Articles

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