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Retirement Planning

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This program is designed for Canadians approaching or entering retirement who want to ensure every detail is optimized. Whether you are navigating a straightforward domestic retirement or managing the unique complexities of cross-border assets and pensions, we provide the professional second opinion you need. We specialize in coordinating pensions, investments, and government benefits into one clear, cohesive plan built for your specific footprint.

What You Get

  • A 1-hour Personal Money Session with a Certified Financial Planner.  Choose the planner that suits you best:

    • Cross border​ (Andrea or Vikki)

    • Canadian only (Shay or Jennifer)
       

  • Feedback and advice on a particular subject that you would like to discuss in more detail
     

  • Access to a professional at a low cost with no commitment
     

  • Full summary notes and any follow up materials following the meeting

Cost

$375 including sales tax for Domestic Clients with Shay Steacy and Jennifer Hughes

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$575 including sales tax for Cross Border Clients with Andrea Thompson or Vikki Brown
 

*Sign off on engagement agreement required in advance of consultation session.  Review sample agreement here.

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