Finovo's Retirement Success Strategy

Unlock a Fulfilling and Secure Retirement

You've worked diligently to reach this significant life milestone. Now, it's time to ensure that your golden years are as fulfilling and secure as they can be. Welcome to Finovo's Retirement Success Strategy—a specialized service designed just for you.

Why Choose Finovo to build a Retirement Success Strategy?

Expert Guidance for Your Unique Journey

We understand that retirement isn't a one-size-fits-all experience. That's why we work collaboratively with you to tailor a retirement plan that aligns with your unique goals and circumstances.

Optimized Pension & Asset Management

Navigating pension options and managing your assets can be complex. Trust us to simplify these crucial aspects, so you can focus on what truly matters to you.

Personalized Financial Roadmap

You've worked hard and earned the right to enjoy this new chapter. Our personalized recommendations will help you turn your hard-earned assets into a stable and fulfilling retirement income.

Financial Goal Tracking

Stay on course with customizable tools that monitor your financial goals and track your progress. We're here to ensure you're always moving in the right direction.

What's Included in the Retirement Success Strategy

A Comprehensive Three-Step Process

1. Discovery Meeting

We kick off with a Discovery Meeting to delve into your overall financial picture and understand your unique retirement goals.

2. Foundation Meeting

Next, we review the facts, assumptions, and projections in a Foundation Meeting. This sets the stage for crafting your personalized retirement plan.

3. Presentation Meeting

Finally, we present your tailored retirement plan in a Plan Presentation Meeting, where we discuss key recommendations and address any questions you may have.

Duration

The initial engagement spans approximately 12 weeks, giving us ample time to develop and refine your retirement strategy.

Pricing

One-Time Engagement Fee: $2750 + 5% GST
Covers all three meetings and the creation of your personalized retirement plan.

Exclusive Benefits for Monthly Subscribers (Optional)

Ongoing Support and Annual Reviews

Life doesn’t stop, and neither should your financial planning. Our ongoing support and annual reviews will keep you updated and confident in your financial decisions.

Professional Personal Tax Preparation

Taxes shouldn’t be a hassle. Benefit from annual personal tax preparation by a certified CPA, ensuring your financial matters are in expert hands.

Investment Monitoring and Support

Your financial security is our priority. Finding you the best fit investment solutions and continuous monitoring are designed to maximize your returns and peace of mind.

values

Our Values

If it matters to you, it matters to us. We're all about providing a judgement-free zone for you to explore your financial future, always in a confidential and respectful way.

Validation

Make confident financial decisions with expert validation. We'll help align your plan with your objectives.

Trusted Partner

We understand that finances can be complex and overwhelming, which is why we're here to provide guidance and support.

Ideation

At our core, we're more than financial advisors - we're problem solvers. We're dedicated to exploring new and innovative strategies.

Fiduciary

Transparency and honesty are essential to us. We never accept hidden fees, referral fees, or commissions based on financial product sales.

Answering Your Most Important Financial Questions

Wondering how to navigate the complexities of retirement? You’re not alone. Here are some of the critical questions we help our clients answer, tailored to their unique financial situations:

What strategies can I employ to ensure a stable and sufficient income throughout my retirement years?

Would it be financially beneficial to enter retirement without the burden of a mortgage?

What changes should be made to my asset allocation to balance risk and return?

What is the optimal age to start taking Gov't benefits to maximize my lifetime income?

How can I manage my withdrawals from retirement accounts to minimize tax liability?

How can I ensure my financial security if I live longer than expected?

TESTIMONIALS

What’s Our Clients Say

Trust is something we’ve earned with our current and past clients, but as the great Levar Burton once said, ‘You don’t have to take our word for it!’

Russ was fantastic! Having a professional to lean on for financial advice that isn't trying to sell us something was exactly what we were looking for. He's personable, and knowledgeable and politely points out a lack of knowledge/understanding.

Will Wearing

Software Engineer

My husband and I came to Russ to help us make a financial plan to meet our retirement goals, and what we got out of our meeting was that and much, much more. We were so pleased with the service we received, his attention to detail and general care towards us was a breath of fresh air. He gave us such valuable insight that we would have never been able to do on our own. We tried to get this type of financial advice from RBC and were disappointed at the biased advice we were given from the bank, so it was a relief to get real, honest advice. Thank you for your help Russ, we are so appreciative!

Julianne Wieclawek

Wedding Planner

My wife and I have been to several financial advisers in the past but we both tend to glaze over as they ramble off a bunch of financial jargon and we leave more confused than when we went in. Russ has been amazing at helping us understand easy ways we can save money and pay down debt.

Sean Young

Multi-Media Designer

So, are you ready to bid farewell to financial stress and step into a secure, prosperous future? Click 'Learn More', let's get you booked in for an introductory chat, and together, let's map out your path to financial freedom.