FINANCIAL PLANNIG SERVICES

financial Plans

For individuals looking to build a clear retirement and estate plan.

$1000

• A clear plan to optimize your retirement cash flow while minimizing taxes
• Comprehensive cash flow planning to ensure you have a solid financial foundation for retirement
• Expert guidance on when to collect CPP and OAS so that you can get the most out of your government benefits
• Will and estate tax planning to minimize tax bills for your loved ones after you’re gone
• Defined Benefit Pension planning to help you navigate the complexities of commutation

Select This Package

For households looking to build a clear retirement and estate plan.

$2000

• Everything in the Individual Financial Plan, plus…
• Spousal income splitting optimization to help you maximize your tax efficiency
• Withdrawal strategies from registered accounts that take into consideration both spouses’ relocations
• Expert guidance on the optimal CPP and OAS timing that complements the planning of both spouses
• Stress tests to ensure the plan’s viability if one spouse or partner dies prematurely
• Equalizing average tax rates between spouses to maximize your tax efficiency
• Three months of post-delivery support to answer questions, clarify concepts, and discuss any financial planning-related issues that may arise
• Discounted plan updates after delivery, so you can ensure that your retirement plan stays up-to-date with your changing needs

Select This Package

For bloggers, freelancers & businesses

$3500 /Month

Select This Package