Retirement Plan Review for Canadians 50+
A professional second opinion on your retirement plan
In this short video, I’ll walk you through who this Review is for, what we cover in the 60-minute session, and how to get started with a 15-minute Introductory Call. The Review is $400 + HST, but you only pay if you feel the insight and clarity were worth far more than the cost.
What We Cover in Your Retirement Plan Review
The Retirement Plan Review (our Strategy Session) is a focused, 60-minute working meeting where we:
- Clarify your goals and retirement picture
- Highlight the 2–3 biggest income, tax, and investment opportunities or risks we see in your situation
- Outline what we’d do next if we were in your shoes
You’ll leave with a clear understanding of what’s working, what needs attention, and a prioritized list of next steps. The fee is $400 + HST, but you only pay if you feel the clarity and insight you received were worth far more than the cost.
Start with a 15‑Minute Introductory Call
The first step is a short Introductory Call. On this 15‑minute call, we’ll:
- Learn a bit about your situation and what you’re hoping to accomplish
- Explain how the 60-minute Retirement Plan Review works
- Confirm it’s a good use of your time and the $400 + HST fee
If it’s a fit, we’ll book your Retirement Plan Review at the end of that call.
Please enter your name and details below to get started. Once you complete this form, you’ll be able to choose a time for your 15‑minute Introductory Call.