Retirement Income Group is a
comprehensive wealth management firm with
award winning advisors and financial planners.

We offer the following services:

Financial Planning

  • Estate planning 

  • Retirement Planning 

  • Retirement Income Management 

  • Business Owner Planning 

  • Executive and High Earner Planning

  • Online access to view your financial plan

Insurance and Risk Management

  • Life Insurance

  • Disability Insurance

  • Executive Health Insurance Plans (Coverage that will pay for treatment outside of Canada)

  • Insurance as a Tax Efficient Investment planning

  • Insurance to pay taxes and donate to charity planning

  • Insurance to transfer assets, like a cottage or business, to the next generation planning

  • Insurance for an estate freeze

  • Online personalized insurance quotes and packages

Portfolio Management

  • We develop investment strategies that take into account Taxes, Estate Transfers and OAS claw back. 

  • Work with a Charted Investment Manager or Investment Counsellor

  • Quarterly Economic Updates

  • We use sophisticated strategies to protect your money during volatile markets

  • Partnerships with some of the largest portfolio managers in Canada

  • Online investment statement and App access

For Businesses/Corporate

  • We set up pensions, group RRSP’s and benefit plans

  • Health Care Spending Accounts

  • Business owner succession planning

  • Executive Health Insurance Plans

  • Financial Literacy Lunch and Learn Sessions

For Charities

  • Free donor communication package on how to donate in a tax efficient manner in partnership with Wangbay Media

  • Free charitable giving planning for donors

  • Free financial literacy education sessions for donors or communities in need

Unique Things We Offer

  • Side Drawer account to store documents and securely share with professionals and family members

  • Quarterly Economic Update Webinar

  • Youtube channel including interviews with fund managers and professionals

  • Newsletter

Referral Network

  • We have an extensive referral network of professionals across Canada to assist with mortgages, taxes, real estate transactions and more.

Financial Literacy

For Financial Advisors

  • Consulting on large or complex client situations (Investments or Insurance)

  • Training on Financial planning / Retirement Income Planning

  • Training on Estate Planning

  • Training on Portfolio Management

Disclaimers:

  • Financial Planning and other related wealth advisory services provided through Retirement Income Group Inc.

  • Insurance such as life, disability, etc. provided through Carte Risk Management Inc.

  • Investments such as ETF’s, Liquid Alternatives and Mutual Funds provided through Carte Wealth Management Inc.

  • Discretionary Portfolio Management provided through a partnership with Cumberland Investment Counsel Inc.

Become a client today.