Think your retirement plan is rock solid? Let’s put it to the test — with insights built around your situation, your needs, and your priorities.
For a limited time, we are offering a free, personalized Retirement Review. You’ll meet one-on-one with a Certified Financial Planner who knows how to turn financial complexity into clear and effective strategies.
Here’s what you’ll walk away with:
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A customized roadmap for your optimal retirement.
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Personal investment recommendations coordinated with our in-house investment management experts.
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An estimated income summary, including CPP and OAS.
No fluff. No guesswork. Just clear answers from a team with the largerst independent wealth planning firm in Canada. ​
Limit one complimentary offer per household, per 18 months. Offer ends July 1, 2025. Only applicable to households with minimum investable assets of $250,000.
What should a Financial Plan include?
Some financial planners concern themselves only with the investments that you’ll need to grow your money for major expenses and your retirement. However, this is only one part of your financial story. Comprehensive financial planning should also include every aspect of your financial life, including:
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Managing your cash flow, including by reducing debt and lowering interest payments.
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Building and maintaining an emergency fund so your financial plan stays on track.
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Strategies for minimizing taxes.
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Saving for retirement and major expenses, such as a wedding or a child’s education.
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Estate planning (leaving a will, powers of attorney, charitable donations, etc.).
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Choosing the best mortgage to fit in with your overall plan.