Are You On Track for Retirement?
If you’re retired or within 5–10 years of retirement and want more clarity around tax, income, and legacy planning, this is the first step.
The Right Fit:
If retirement is getting closer, or you’re already there. You may be wondering whether you’ve made the right decisions, whether your income will last, and whether all the pieces of your financial life are truly working together.
This conversation is for people who want greater clarity around their retirement income, investments, taxes, and estate planning, with advice that is personal, thoughtful, and built around their goals.
If you’re looking for a long-term strategy and a clearer path forward, this is a great place to start.
This may not be the right fit if you’re only looking for a quick investment tip, a single product, or short-term advice.
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Start the Conversation
We're glad you're here. Answer a few quick questions so we can better understand what you're looking for and connect you with the right member of our team.
What would you like help with?
Once you submit the form, you’ll be taken to our calendar to choose a convenient appointment time.
Prefer to speak with someone directly?
Call our office during business hours and our team will be happy to assist you.Â
Mon - Fri 9:00 am - 4:30 pm
519-258-1995
Address: 1304 Unit #B Lauzon Rd. Windsor ON. N8S 3N1
Calling after hours? Leave us a message and our team will get back to you within one business day.
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Serving Windsor-Essex since 2006 • 275+ five-star Google reviews
• Retirement-focused planning • CFP®, CLU®, EPC, MFA™, CEA®