or $1500+ with other packages

Planning for retirement is about more than investment growth, something you can’t control; it is about you and what you can control. While it is a straightforward process life can be unpredictable. Therefore, 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.

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

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

  • Create a budget to facilitate your retirement living.

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

  • COVID RELIEF: Select a package & make 3 payments not 1 lump sum.

Future add-on: Schedule sessions to Celebrate & Adapt every 6 to 12 months,

$100 for a 60 minute session

Please email for a quote.

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

and your financial pieces it's difficult to provide a package. 

Email or

call 250.306.1256 to book your

Free 30-minute Discovery Conversation

We want to ensure this is the right process & fit. 

For an appointment email: 

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