Our Clients Achieve Their Retirement Dreams, Enjoying Financial Peace of Mind

From uncertainty to confidence: We've helped dozens of professionals in the Greater Toronto Area transform their retirement outlook, creating clear pathways to maintain their lifestyle and secure their financial future.

Dozens of Clients

Guiding successful professionals across industries from retirement uncertainty to financial clarity and confidence.

15+ Years Experience

Deep expertise in retirement planning, investment management, and creating visual financial roadmaps with CFA® designation since 2010.

25+ Year Plans

Helping clients design and maintain their desired lifestyle throughout retirement with personalized strategies.

Are your retirement savings working as hard as you have?

Even with substantial savings and successful careers, many professionals over 50 struggle with retirement uncertainty. You're not alone - thousands of Canadians share these concerns.

Think about a future where you can clearly see your retirement path, with a proven visual plan that takes just 30 minutes to start...

Transform Your Retirement Dreams Into a Clear Financial Reality

Personal Retirement Readiness Check

Get a comprehensive assessment of your retirement preparedness in just 30 minutes. See exactly where you stand and what steps to take for a secure financial future, while others remain uncertain about their path.

Custom Action Plan

Receive a personalized visual roadmap that shows your retirement journey from today through the next 25+ years. Experience the clarity of seeing your entire financial future laid out before you.

Tax-Efficient Investment Strategy

Maximize your retirement savings with sophisticated tax optimization and investment strategies. Our approach helps protect and grow your wealth while maintaining your desired lifestyle throughout retirement.

Ongoing Professional Guidance

Access dedicated support from a CFA® charterholder who provides regular portfolio reviews, plan updates, and strategic adjustments as your life evolves. Stay confident knowing an expert is watching over your retirement future.

Here's Why I'm the Right Partner to Guide Your Retirement Journey

My name is Chris Girard, Investment Advisor with RBC Wealth Management. After helping dozens of professionals and business owners secure their retirement future, I understand exactly what it takes to transform retirement uncertainty into confidence. With 15+ years of experience and as a CFA® charterholder since 2010, I've developed a unique visual approach that helps you see your entire financial future clearly.

I've successfully guided clients through the complexities of retirement planning while helping them maintain their desired lifestyle throughout retirement. Whether you're a business owner, executive, or professional, I have the expertise to create a personalized retirement strategy that maximizes your financial security.

We have delivered outstanding retirement outcomes for dozens of professionals in the Greater Toronto Area, helping them unlock their full retirement potential through our personalized planning approach. Our clients benefit from our hands-on approach and deep understanding of retirement planning, tax optimization, and investment management.

Retirement savings being eroded by inefficient tax strategies and poor planning
Complex investment decisions and uncertainty about whether you're on the right track
Lack of clarity about how long your money will last in retirement
Frustration with finding trustworthy, professional guidance for comprehensive retirement planning

What Our Clients Wanted...

Clear path to maintain their desired lifestyle through retirement
Reliable, proven process to understand their complete financial picture
Guaranteed focus on their unique retirement goals and concerns
Expert guidance through complex investment and tax decisions
Ongoing support for long-term financial success

To Illustrate this transformation...
Let's compare the old way VS our personalized visual approach!

Our personalized visual approach makes it easy to understand where you're headed -
and make sure you stay on track.

Clients appreciate our proven process,
which provides structure and gets results!

What does this mean for you?

The stress of navigating complex retirement decisions alone
Watching your retirement savings erode due to inefficient strategies
Dealing with confusing financial jargon and uncertain planning

On the call, we'll discuss...

Your personalized retirement readiness assessment and our visual planning tools
How to maintain your desired lifestyle throughout retirement while optimizing investments
Tax-efficient strategies to protect and grow your wealth
Investment solutions backed by Canada's largest financial institution
Complete timeline from assessment to implementing your personalized plan

Attending this call will give you a clear roadmap to retirement confidence...

Connect with a CFA® charterholder who understands the complexities of retirement planning, helping you maximize opportunities and achieve financial security efficiently.

Click below to claim your spot and start your journey to retirement clarity.

Plus, receive exclusive access to premium wealth management services when you book today!

Attention Canadian Professionals Age 50+ with $750k+ Investment Portfolios

TRANSFORM YOUR RETIREMENT UNCERTAINTY INTO
LIFELONG FINANCIAL CONFIDENCE WITH A PERSONALIZED VISUAL ROADMAP

DISCOVER HOW TO MAXIMIZE YOUR RETIREMENT SAVINGS
AND MAINTAIN YOUR LIFESTYLE WITH OUR PROVEN RETIREMENT READINESS PROCESS

Our Clients Achieve Their Retirement Dreams, Enjoying Financial Peace of Mind

Are your retirement savings working as hard as you have?

Think about a future where you can clearly see your retirement path, with a proven visual plan that takes just 30 minutes to start...