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Retirement Planning

Retirement Planning  fees starting at $2,000 CDN per person


  • Assessment of assets, debts, investments and pensions
    • Brief assessment of cash flow (income and expenses)
  • Goal determination
  • Retirement projections
  • Estate Planning concerns
  • Tax minimization and efficiency
  • Insurance Planning/Risk Management/Extended Health Care
    • 2 in-person meetings

Retirement Projection (If you don’t need all the retirement planning as seen above) fees starting at $1,000 CDN 

We will provide a streamlined analysis of what you have and what this means to you financially.


  • Brief assessment of assets, debts and investments including pensions
  • Recommendations
  • One in person meetings to discuss the streamlined analysis