Pension Planning and Retirement Income 

Whether you are an employer or organization considering implementing a pension plan for yourself and your employees or an individual who is a member of a pension plan, we can assist you. Often pensions are like a whole different language. We strive to keep our communication simple, concise and clear. We can help you decide when to take your pension, what pension option makes the most sense for you and your family and what your after tax retirement and pension income will look like. 

For those of you who are self-employed or work in the private sector, we can help you design a retirement income model that incorporates your Canada Pension Options, your OAS pension options, corporate dividends and personal RRSP, RRIF and Pension Options. We help you keep more of your money by keeping taxes as low as possible and designing strategies to avoid OAS clawback where possible. 

“Highly knowledgeable, makes complex information easy to understand.”