Financial Plans for Families Individuals Business Owners

Built for Canadians. By Canadians.

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Independent Retirement & Investment Planning

Find out how we can help you achieve  your retirement goals

Customized Financial Plans plans
for your needs

Our Financial Plans are comprehensive and highly customized to reflect an individual’s personal, business and family financial needs, investment risk tolerance, and plan for saving, investing and ultimately achieving your retirement and estate planning goals.

Individual Plan

A Retirement & Estate plan for Individuals including Real Estate Investments

  • A clear plan to maximize cashflow while minimizing taxes throughout retirement.
  • Detailed income & expenses including integrating Rental Income properties.
  • RRSP Meltdown to not leave cash behind for CRA.
  • Optimal age to begin CPP & OAS.
  • Tax saving strategies to lower your tax during retirement and for your estate.
  • Estate planning to lower your tax at death.
  • Phased Retirement income - GoGo, SlowGo, NoGo years.
  • 1 Year of post-delivery support ensuring were right there with you as you implement your plan.
2 Equal payments of $1400 + HST

$2800

PURCHASE IDIVIDUAL PLAN

Household Plan

A Retirement & Estate Plan which includes personally held Real Estate investments.

Everything in the Individual Retirement Plan, plus...

  • RRSP meltdown to ensure you don't leave money behind for CRA.
  • Income splitting to reduce taxes.
  • Optimal age to begin CPP & OAS.
  • Tax efficient withdrawal strategy to keep more of your money.
  • Phased Retirement income - GoGo, SlowGo, NoGo years.
  • 1 Year of post-delivery support ensuring were right there with you as you implement your plan.
2 Equal payments of $1650 + HST

$3300

PURCHASE HOUSEHOLD PLAN

Corporate Plan

A Retirement & Estate Plan for Private Corporations. Includes Corporately held Real Estate investments.

Everything in the Household Financial Plan, plus…

  • Multi-HOLCO/OPCO/Trust planning.
  • Calculations for Rental Properties.
  • Corporate tax and income planning. - Capital Dividend Account planning and utilization.
  • Integration of corporate assets with personal assets.
  • Calculations for up to 5 rental properties.
2 Equal payments of $2500 + HST

$5000

PURCHASE CORPORATE PLAN
HOW IT WORKS

Our step-by-step approach

With concepts in hand, we meticulously design, refining every detail to align with your vision and objectives.

1. Purchase Your Plan

Select a retirement plan that best suits your current situation and become one step closer to gaining retirement confidence.

2. Provide Your Info

Complete and return your planning questionnaire that provides all the necessary data to create your retirement plan.

3. Develop Your Plan

Begin working with one of our advisors to develop your retirement plan either in person or via Video call.

4. Delivery & Support

Receive you Retirement plan, Planning Binder ad Video review of your plan with 12 months of support.

Sample Retirement Plan

Download a sample retirement plan

Sample Retirement Plan

Click on the buton below to download a sample Household Retirement Plan.

Download the Household Retirement Plan

Planning Binder

Included with your retirement plan is your Personal Retirement Planning Binder. Use this to conveniently store your most important financial documents.

Clients sharing in their feedback

Success stories from our satisfied
and very relaxed clients enjoying retirement.

David is clearly an expert and demonstrates a authentic interest in understanding his customers and their needs

Rob Davidson Vice-President, Utility Provider

A GAME CHANGER, David fills in the missing pieces no one tells you about.

Enrique Sanchez Chemical Engineer

Thanks David for your hard work at putting this puzzle of my financial life into an easy to understand format that shows I can retire now. Much appreciated. Thanks again.

Paul Morgan Pilot

Highly recommend David to anyone looking for support and guidance in managing their portfolio/savings. He is responsive, down to earth, and most importantly, knowledgable, adept, and hands on with your investments. He's excellent at what he does.

Tracy Black Interior Designer

A very easy to talk to guy, very informative and knows his stuff. Enjoy my face to face meetings with him

Gareth Thomas Retired
GET STARTED

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Your best years are ahead
click here to start planning with us!

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