Retirement Planning Advisor in Toronto
Need a financial advisor for retirement? trust 25+ years of experience
Providing peace of mind on all retirement planning needs
Every Canadian has different goals when it comes to retirement. For some, it’s travelling, for others its spending time with family. Regardless of your retirement dreams, it is vital to have a clear financial plan to bring them to reality.
Kurt and the team are here to help you prepare a comprehensive retirement plan. We listen and understand your income, expenses, current savings and investments, to create a clear strategy to realize your goals.
This planning goes beyond simple calculations; our team can navigate the complex tax, pension, and retirement laws for you to maximize the amount you will have going into the next phase of your life. Expertise that Kurt offers after 25+ years of experience and being a Certified Financial Planner (CFP).
Kurt and the team offer a 4-stage retirement planning service. They start with pre-retirement goal setting and bench-marking progress towards your goals each year. Next, looking at post-retirement cash flow design from ages 60-80. Then move on to late retirement cash flow design, and death of a spouse planning. Finally, looking at eldercare services for age 90+.
With Kurt as your personal CFO, every stage of your life is under control. Being an instructor for the Chartered Professional Accountants of Ontario, he brings academic expertise and technically sound planning strategies to your finances. With Kurt, you can rest assured you are in good hands.