The Strategic Income Projector™

STEP ONE

When can I afford to retire? If retired, how much can I spend? These are our clients’ most commonly asked questions ...

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The Life Income System™

STEP TWO

Creating the most effective income allocation. For our retired clients, this step determines the optimal income flow, with the least tax and maximum convenience...

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The Great Investment Portfolio™

STEP THREE

Effective investment and portfolio construction. It is our goal to have the “greatest” portolio for you, created from the wide variety of high quality choices we have access to as a fully...

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THE WORRY-FREE
RETIREMENT PROGRAM™

When can I afford to retire? If retired, how much can I spend? These are our clients' most commonly asked questions...

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The Tax Burden Analysis™

STEP FOUR

Income taxes are the dragon that must be slain in retrement income planning. We pay very high taxes in Canada, and we therefore must...

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The Estate Planning Diagnostic™

STEP FIVE

Is your house in order?
Are your Estate documents updated and in place?...

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The Lifetime Review Process™

STEP SIX

A commitment to review
Without a commitment to review, the best laid plans go astray. This step represents our commitment to implement this program over your lifetime...

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