Get expert guidance on your Canadian pension and retirement planning needs
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Quick answers to common pension planning questions
A pension consultation is a comprehensive review of your retirement planning situation. We analyze your current pension benefits, savings, and goals to develop a personalized strategy for maximizing your retirement income.
We offer a complimentary initial consultation to understand your needs. Our fee structure is transparent and discussed upfront, with options for hourly consultations or comprehensive planning packages.
The timeline varies based on complexity. A basic CPP optimization might take 1-2 sessions, while comprehensive retirement planning could take several weeks with multiple meetings and analysis.
Yes, our team includes certified financial planners and pension specialists with extensive experience in Canadian retirement planning and government benefit programs.
Yes, we offer both in-person and virtual consultations via secure video conferencing. This allows us to serve clients across Canada while maintaining the personal touch of face-to-face meetings.
Absolutely. We maintain strict confidentiality standards and use secure systems to protect your personal and financial information. All data is handled in compliance with Canadian privacy laws.
Don't leave your pension benefits to chance. Our experienced team is here to help you navigate Canada's complex pension system and maximize your retirement income.