Secure Your Retirement with Tailored Financial Planning

Comprehensive Financial Strategies
For Canadians
Planning To Retire in the next 10 Years

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We’re different. Here’s why:

  • Convenience at its best: Enjoy our services from the comfort of your home – we’re 100% remote.
  • Your interests come first: We prioritize your financial goals and needs, not product sales.
  • Experience and Specialization: Benefit from our 15+ years of financial planning experience, specifically helping Canadians who are about to retire.
  • Exclusive service: We’re dedicated to providing the highest level of service and limit our investment management services to only 50 households.

Reap the Rewards of Expert Financial Planning

1. Clear, Detailed Understanding of Your Finances: Gain a comprehensive understanding of your financial situation with our detailed reports.

2. Peace of Mind: Sleep easy knowing you have a robust financial plan in place for your retirement.

3. Effective Investment Strategies: Meet your retirement income goals with our expert investment strategies.

4. Tax-Efficient Strategies: Maximize your retirement assets with our tax-efficient withdrawal strategies.

Hear from our Satisfied Customers

Knowledgeable and Experienced

We have been dealing with Mark for over 7 years and have found him to be extremely knowledgable on all aspects of financial planning.

Doug G.

Reliable and Detail Oriented

We were recommended to Mark through our family friend and we have found him to be very detail oriented and available to answer our questions.

Jess C.

Easy to understand

I have dealt with financial planners at various banks who have never really provided me with an easy to understand information about my finances, till I met Mark.

Ajay P.

Friendly and Unbiased.

We have dealt with Mark for over 10 years and he has provided us with an unbiased advice without pushing us to buy any product.Happy to recommend him.

Jennifer T. 

 

fees

Advice Only

  • Recommended for DIY Investors
  • Flat-Fee Service
  • Comprehensive Financial Planning Service
  • Starting at $3,500 +HST per individual

FEE-ONLY

  • Recommended for those who require assistance with investment management
  • Comprehensive Financial Planning Service
  • Financial Plan Review- At least two times a year
  • Fee charged based on Assets under Management

Fee Schedule for Fee-Only Service

Assets Under Management ( per household)

Fees

Less than $1,000,000

1%

Between $1,000,001 and $5,000,000

0.75%

Greater than $5,000,000

0.5%