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You deserve a clear, actionable plan for your financial future. Let us help you secure the retirement you deserve.
Discover how to secure a more stable financial future with expert advice and a disciplined, evidence-based approach, allowing you the freedom to live out your dream retirement. Ask yourself:
- Are you on track for a comfortable future?
- Are you working with the right professionals for a secure retirement?
- Are you frustrated with your current financial services ( high fees, lack of transparency, poor investment performance, no clear plan)
We craft a personalized proposal and projection that fits your needs and ensures we’re a good fit for each other, before we even sign you on as a client.
Book a Discovery Meeting and take the first step towards peace of mind.
Our services are most suited to those with $1 million or more investable assets.
Resources to help you achieve your dream retirement
Pre-Retirement Planning
Once you’ve hit your career stride, you can start building on your foundation with some important power plays. Follow our financial planning for your prime earning-power years, ages 50-65.
Retirement Planning
Discover how to enjoy your retirement years to the fullest with our Financial Planning Guide for Ages 65+. Prioritize your health, passions, and happiness with a well-defined financial plan.
The Inspired Retirement
Demystifying non-financial retirement planning to help individuals navigate the physical, social, and emotional facets of retirement and create their non-financial retirement blueprint.
Choosing an Advisor
Learn the 15 essential questions to ask a financial advisor to assist you in securing comprehensive services, consistent strategies, and unbiased advice for your financial success.
Listen to the Podcast »
Read the Guide »
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3535 St-Charles Blvd.
Suite 703
Kirkland, Quebec
H9H 5B9
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