Canada Pension Plan Analysis
For most Canadians, CPP is a mandatory program that you must contribute to. Put another way, when it comes to your money going in, you did not have a choice.
Fortunately, you potentially have a number of choices that could result in you receiving a higher amount of CPP pension. You have choices that impact the amount of money you get coming out.
These decisions go beyond picking your CPP start date. There are a number of specials rules for CPP, and when they apply they might change your pension amount. Your eligibility for, and whether or not applying a particular rule will be worthwhile, all depends on the details of your personal situation. We believe it’s worth it for you to find out.
Comprehensive Financial Planning
Comprehensive financial plans that integrate consideration for all of the following areas in a holistic way.
- Financial Management
- Investment Planning
- Tax Planning
- Insurance & Risk Management
- Retirement Planning
- Wealth Transfer
Fees are presented to you in a written proposal after an Introduction Meeting. Comprehensive financial planning ranges from $3,700 to $5,550 for most individuals or families, with fees varying based on the level of complexity (2023 rates).
At this time, we are not accepting new clients for comprehensive financial planning, but we continue to provide personal Canada Pension Plan analysis. If you would like to be included on our waitlist for financial planning, email us at firstname.lastname@example.org.