Start with a personalized Retirement Roadmap
Start your journey with a clear, actionable plan to see how ready you are for retirement and what it will take to get there.
The Retirement Roadmap will:
Show whether you’re on track to retire when you want.
Identify ways to reduce taxes and optimize government benefits.
Provide actionable steps to help you feel confident about your financial future.
Here’s What You’ll Receive in Your Retirement Roadmap
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Assess whether you’re currently on track to retire and determine how your current situation stands up to market ups and downs.
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Test your plan against challenges like market drops or unexpected life events
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Actionable strategies to save more, invest smarter, and reduce taxes.
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Maximize what you receive from CPP, OAS, and other programs.
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Analyze fees, performance, and diversification in your current investments.
The Retirement Roadmap
$3,250 + GST
The Retirement Roadmap will give you clarity, confidence, and answers to your most important retirement questions.