Retirement Planning

Typically age 50 +

Will include, but not limited to:

• Networth statement

• Retirement trajectory and precise target date

• Tax-efficient Income planning

• Estate planning

• Education planning - Children and grandchildren

• Strategic review of investment accounts and tax efficiencies

• Canada Pension Plan and Old Age Security Timing

• Insurance review

• Downsizing scenarios if applicable

• Retirement trade-off analysis for education contributions and helping parents.

• Retirement vision, values, and purpose

$2000 individual $2300 family *

*May be more due to complexity and all pricing confirmed in our first consultation