Talk To An Expert
This service is for you if you have a specific question about your financial situation that you would like to discuss with a Retirement Income & Tax Advisor.
The cost is $125 for 30 minutes - You can select a phone call or a Zoom meeting.
Review your current plan, a second opinion of your portfolio, government benefits, work pension, RRSP to RRIF conversion, LIRAs & LIFs, unlocking a LIRA, retiring outside Canada, returning to Canada, or another tax-related question.
Check out this comprehensive checklist of questions we can answer.
