Retirement planning
Bring savings, pensions, CPP, OAS, taxes, and spending together into a retirement-income plan you can understand.
Financial advice for life’s bigger decisions
Advice for the choices that shape the next decade.
I help Calgary families and business owners plan for retirement, a business transition, their estate, and the other decisions that shape long-term financial security.
Before financial adviceMore than 25 years in educationTodayHelping people make complex decisions clearer
Planning begins with the decision in front of you.
How I can help
Business-owner planning
Plan your personal finances alongside the cash flow, obligations, and value held in your business.
Business transition
Prepare for a sale, succession, or retirement with the accountant, lawyer, and family members who need to be involved.
Estate and legacy
Decide what should pass to the next generation, how it should be structured, and which documents need attention.
Family wealth planning
Bring family expectations, responsibilities, and long-term intentions into the financial plan.
Second opinions
Take a fresh look at the assumptions, fees, risks, and trade-offs in an existing plan.
See what your savings could provide.
Adjust five numbers to get a quick estimate of monthly retirement income. It is a starting point, not a financial plan.
For illustration only. Assumes 5% average annual growth before retirement and a 4% annual withdrawal rate. The estimate does not include fees, tax, inflation, CPP, OAS, pensions, market changes, or account-specific rules.
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Start with a conversation.
Call my Southport office, or share a few details so I know what is on your mind.
Phone(403) 225-0011
Office10655 Southport Rd SW, Suite 970
Calgary, AB T2W 4Y1
Calgary, AB T2W 4Y1
HoursMon–Tue 9:00–4:30
Wed–Thu 9:00–4:00
Fri 9:00–2:30
Other times by appointment
Wed–Thu 9:00–4:00
Fri 9:00–2:30
Other times by appointment
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