Choose a Retirement Plan that Best Suits Your Situation

Individual Plan

A Retirement & Estate plan for Individuals including Real Estate Investments

  • A clear plan to maximize cashflow while minimizing taxes
  • Detailed income & expenses includes 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
  • Includes Estate planning
  • Phased Retirement income - GoGo, SlowGo, NoGo years.
  • 1 Year of post-delivery support
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
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