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Retirement Planning

The Critical 10-Year Window and Beyond

Fee-only retirement planning strategies tailored for engineers, business owners, professionals, and high achievers who want to retire with confidence and security.

Retirement Planning

The decisions you make in the next 10 years will shape your entire retirement. We help you get it right.

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Articles in Retirement Planning

The Critical 10 Years Before Retirement
Retirement Planning

The Critical 10 Years Before Retirement: What Most People Miss

The decade before you stop working is when most retirement plans are won or lost. Here is what to focus on.

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CPP Timing at 60 65 or 70
Retirement Planning

CPP Timing: Should You Take It at 60, 65, or 70?

The decision affects your income for the rest of your life. Here is how to get the CPP timing decision right.

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RRSP vs TFSA Retirement Withdrawal Strategy
Retirement Planning

RRSP vs TFSA in Retirement — The Best Withdrawal Strategy

Drawing from the wrong account at the wrong time costs thousands. Here is how to sequence your withdrawals.

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Pension Integration Engineers Oil Patch Workers
Retirement Planning

Pension Integration for Engineers and Oil Patch Workers

A defined benefit pension changes everything about your retirement plan. Here is what Alberta professionals need to know.

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Joanne David CFP FCSI

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