Retirement Planning

Many of our clients are simply wondering, ‘can I afford to retire now?’ Our retirement planning service will help answer this question, and many more, such as “When should I take my CPP?” and “Can I afford to work less and semi-retire now?”. If you are in a position to retire, we will recommend strategies for accessing your retirement assets in a tax efficient manner. And if you aren’t quite able to retire yet, we can work with you to develop a plan to get you there.

Rate: $3,500 – $5,500 + HST 

Note: The fee range noted above is an estimate only and will vary based on the level of complexity. Contact us for a no-obligation quote.

Periodic updates are provided at an additional cost. Please see our retainer service for more information.