"Retirement is not the end of the road, its' the beginning of the open highway."

Work because you want to, not because you have to. Isn’t that the dream?

Imagine the amazing feeling of doing something because you enjoy it and want to rather than because you have-to work. So many Canadians are stuck in jobs and doing work they do not enjoy, not because they want to, but simply because they must.

They work because they need to:

• Pay the mortgage
• Feed & clothe their families
• Educate their children 
• Save for retirement

Now more than ever, people near retirement are carrying large mortgages and consumer debt over the “retirement finish line”. With over half of Canadians entering retirement over the past 3 years with their mortgage in tow, the need for our work has never been greater.

We have proven realistic strategies that allow our clients to:

•  Accelerate the paydown of your mortgage without changing your current lifestyle using little known techniques
• Save taxes and redirect those savings to accelerate retirement savings without affecting your current lifestyle
•  Save future taxes by structuring your investment and retirement portfolios with the end in mind using little known techniques

Our plans are rooted in math and science, simple to understand and focus on delivering the results intended. We use probability theory and stress testing to create certainty in the present and future.
 

We take the guesswork out of life stage transitions. 

Whether you are just starting out or focused on advancement in your established career, contemplating retirement or enjoying retirement, we can help you make sense of your financial world and set up a more certain future. 

Our work answers the fundamental question of “Will I be ok?” Wouldn’t you like to know?