Who We Work With & How We Help

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…

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…

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…