Helping you transition from saving to living confidently

Your Challenges

  • Turning savings into reliable retirement income
  • Managing taxes in retirement
  • Ensuring your money lasts
  • Coordinating CPP/OAS, pensions, and withdrawals
  • Planning for healthcare, estate needs, and legacy goals

How I Help

I help you build a tax‑efficient income plan that supports your lifestyle, protects your wealth, and gives you peace of mind throughout retirement.

My Process

  1. Retirement Readiness Review
  2. Tax‑Efficient Income Strategy
  3. Investment Alignment for Stability & Longevity
  4. Estate & Legacy Planning
  5. Ongoing Monitoring & Adjustments

How can we help?

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