What you’ll receive

A clear, written projection built on your own accounts — no jargon, and no obligation to invest with us. Yours to keep and act on however you choose.

What income each account produces, and when
The order your accounts should be drawn down
Where the gaps sit between now and retirement
What it would take to close them
Delivered in writing within two weeks

30-day guarantee. If you’re not satisfied with the written plan for any reason within 30 days, request a refund.

You did the saving. Nobody did the arithmetic. You have contributed for years, across several accounts, and made sensible decisions the whole way. What nobody has done is add them up and tell you what income they actually produce, in what order to draw them, and what the tax does to the total. That is exactly what this is. The $750 plan puts the answer in writing within two weeks of receiving your statements.

"Finally, an advisor who explains things clearly and doesn't make me feel like I should already know everything. Joanne is the real deal."

Kim S. — Saskatoon, SK

Request your plan

Tell me a little to begin. After you submit you can pay the $750 straight away, and I’ll email you how to send your statements securely. All fields marked ✦ are required.

First Name ✦ Please enter your first name.

Last Name ✦ Please enter your last name.

City ✦ Please enter your city.

Email Address ✦ Please enter a valid email address.

Phone Number ✦ Please enter your phone number.

When do you hope to retire? (optional)

Which accounts do you hold? ✦

RRSP

TFSA

Open
Non-Registered

RRIF

LIRA
Locked-In

Pension
Employer

Corporate
Holding Co.

Other

Anything you'd like us to know? (optional)

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Your information is kept private and never shared.
No spam. Ever.

Request received.

Thank you, . You can pay the $750 on the next page. I’ve also emailed you how to send your statements securely — your written plan follows within two weeks of me receiving them.

What Will These Accounts
Actually Pay You?

See what your accounts will actually pay you

Request your plan

Request received.

What Will These AccountsActually Pay You?

See what your accounts will actually pay you

Request your plan

Request received.

What Will These Accounts
Actually Pay You?