Planning for retirement is about more than investment growth, something you can’t control; it is about you and what you can control. We will contrast and compare a variety of influences such as changing health, life expectancy, the desire for a range of activities and pursuits, family obligations, and the steady climb of the cost of living. * I use standard industry Naviplan Financial Planning software.


To complete your comprehensive report, we will:

  • Explore your expectations and dreams, housing, and aging in place options.

  • We will identify your retirement objectives.

  • Review your potential sources of income: savings, employer and public pensions  such as Canada Pension Plan (CPP) and Old Age Security (OAS), part-time work, etc.

  • Define how much money you will need to obtain your objectives in retirement, the impact of inflation on your retirement income and your target date options.

  • Create a budget to facilitate your retirement living.

  • Define strategies about the financial and other adjustments that you will face at retirement.

  • Evaluate the advice you receive from other retirement advisors, to ensure that it is consistent with your overall retirement plan.

  • Review when, why, and how to convert your savings (RRSPs, TFSA, etc.) into income and the tax implications.

Price:  $1000 to $5000 

COVID RELIEF: Make four payments. 

Add-on: Schedule sessions to Celebrate & Adapt every 6 to 12 months, $100 per session.

Please email for a quote.

Due to the nature of this type of work, the number of people involved

and your financial pieces the package will be custom tailored.

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