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Retirement Income and Estate Planning

How much income do you need to live the lifestyle you want when you step back from full time work? 

  • How big a nest egg do you need to generate the income you want? 
  • When should you start taking CPP and OAS and how much income can you expect?  
  • When should you convert your RRSP into a RRIF or an annuity and what income will that provide?

  • Are you financially prepared for an interruption in your income due to job loss, illness or accident? 
  • How can you protect your family financially and minimize taxes on your estate when you pass away?  

These are questions that I am uniquely qualified to help you answer

As an individual who has created financial independence for myself and others, my journey has included marriage, kids, divorce, single parenthood, corporate life, job loss, career change, business ownership, launching children, illnesses of friends, loss of loved ones, and several moves to new cities.  As a result, I have developed a wealth of knowledge and experience that enables me to coach individuals who are serious about planning for semi-retirement or retirement.  Read more about my background and qualifications…

At our discovery meeting(s), we work through questions about your desired lifestyle, activities and personal finances.  The resulting financial plan provides answers to the questions that matter to you the most.  This approach goes beyond your investments to encompass your entire financial and retirement well-being.

To see what may be covered in a financial plan please download:

How we help you achieve your financial vision

How much does it cost?

There is no direct, out-of-pocket cost to you. I am compensated over time through fees that are built into the solutions that I recommend as part of the implementation process.  All built-in fees are disclosed to you.

If you prefer to work on a fee-only basis, my rate is $150 per hour for an objective opinion or discussion and advice on any business or financial topic.  View my Disclosure Agreement.

Here is how one client sums it up:

“I have had the privilege of serving Tim as business solutions provider for many years and now enjoy the wisdom of all his collective years in business and in life, particularly on how to achieve true financial freedom. Tim has provided me with the opportunity to learn what true professionalism looks like in action. His guidance has been invaluable and is rooted in him being an exemplar of what he teaches and advises, first. His disciplined and practical approach to finance and life has created immense trust between us where I am now confident to continue on a path that will ensure the continued financial stability and freedom I now enjoy. If you are serious and passionate about your life and your financial well-being then look no further than Tim. He is, without reservation, a true Master and incredible Guide. I feel very blessed to have Tim in my corner!”  

June 8, 2016 Greg Magennis, Founder & CEO Axiom HRD 

 

 

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