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
We created a free financial literacy website: www.financesmadesimple.ca
We do free talks for communities in need
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.