Build Your Retirement Success Strategy!
Unlock a Fulfilling and Secure Retirement
Fee-only services. No conflicts of Interest. No referral fees
Our process includes AI-powered software, expert reviews, and personalized planning, all accessible remotely for your convenience.
Trust us to provide the best advice tailored to your unique retirement goals.
Make Informed Decisions for a Secure Future
As you approach retirement, you’re faced with a myriad of complex financial decisions that will shape the quality and sustainability of your future plans.
At Finovo | Retirement Financial Planning, we understand the importance of these decisions and are here to guide you every step of the way.
Plan for Every Scenario
Our advisory team utilizes leading financial modeling tools to project various retirement scenarios. We consider critical factors such as withdrawal rates, potential health costs, and inflation, providing you with a comprehensive view of your financial future.
Our focus on evidence-based approaches ensures that your retirement plan is both realistic and resilient.
Holistic Retirement Planning
We believe retirement planning is more than just crunching numbers. Our holistic approach delves into the lifestyle aspects of retirement, ensuring your dreams and aspirations are financially feasible.
Whether you’re considering downsizing, traveling the world, or even embarking on a late-career change, we tailor our strategies to fit your unique vision.
Consultative Services for Strategic Foresight
Our Retirement Consult provides an in-depth assessment of your readiness for retirement, while our Full Retirement Plan offers a detailed, personalized strategy for a comfortable and financially sound future.
We provide the strategic foresight to help you transition confidently into this new chapter of life.
Why Choose Finovo?
No Conflict of Interest
Services Accessible Remotely
No Referral Fees
Fee-Only Services
Retirement Planning in 3 Easy Steps
Experience our streamlined process for confident retirement planning
1. Complimentary Access for 30 Days
- Am I on track for retirement?
- How much can I spend in retirement?
- How can I maximize Guaranteed Income Supplement (GIS)?
- When should I start Canada Pension Plan (CPP)?
- When should I start Old Age Security (OAS)?
2. Review Your Plan: $950 + Tax
Receive a detailed review of your plan with an advice-only financial planner.
This includes a 1-hour working session and 1-hour of prep time to help fill in any missing information.
3. Customize Your Plan: $3250 + Tax
Work with an advice-only planner to build upon your initial retirement plan. Evaluate up to 5 additional retirement scenarios, add spending phases in retirement, evaluate spending guardrails, and ensure you won’t run out of money.
This includes tax planning and income splitting, and provides a retirement success rate and peace of mind.
- Foundation Meeting: Facts, assumptions, risks, and opportunities
- Plan Presentation Meeting: Retirement strategies and recommendations
- Foundation Report: Facts, assumptions, risks, and opportunities
- Planning Report: Retirement strategies, detailed projections, and specific recommendations
