The elegantly simple way to make better retirement choices.

Our choices determine our destiny.

Each of our lives has been defined by the choices we make. The more good choices we make – the better our lives will be. At Retirement Navigator™ we have helped hundreds of people make better choices. We have built tools to help you make more informed choices.

Our disciplined approach to planning means that your plan never really stops evolving. In a world where life, money, and desires are constantly in flux you need to constantly refine your path as new information presents itself.

Aligning your life and your money is a very do able task. For insights on how you can better align your money choices with your life choices read our free e-book, join our news letter to get your copy of "Confessions of a Retirement Income Specialist". In this short read we share the insights from 30 years of work and thousands of retirements.
 

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Of working Canadians DO NOT HAVE
a company sponsored pension plan
Of working Canadians DO NOT HAVE
the lifelong income guarantees of a Defined Benefit Pension Plan
Of working Canadians DO NOT HAVE
a financial plan that explores their capacity to fund their chosen retirement
Of working Canadians DO NOT HAVE
a retirement income plan that optimizes their income and minimizes taxes



A Goal Without
A Plan Is Just A Wish.

- Antoine de Saint-Exupéry


When you have the right plan and tools, one good thing leads to another.

Climb the ladder of success

Good choices do not work in a linear fashion. Good choices at one level allow you to make better choices at the next level. However, like climbing a ladder, you must first climb the lower rungs before you can ascend to the higher ones.

1. Lifestyle choices that ensure you avoid big mistakes
Retirement Navigator™ allows you to explore your many lifestyle choices and discover the future financial outcome of these choices before you make them. This ultimately leads to making better lifestyle choices.
2. Funding choices that make your money work harder and last longer
Gaining a clear picture of the life you plan to lead will help you solve the puzzle of how to best fund that lifestyle. Gaining a clear understanding of how much money is needed and when it is required allows you to make funding choices that can ultimately add hundreds of thousands of incremental dollars to your retirement cash flow and net worth.
3. Investment choices that bring security to your retirement
Now that you have clearly defined year-by-year funding formulas for your retirement, you can make better investment choices that will protect your nest egg from the damages of inevitable market downturns.

What our clients are saying

  • “After having my review meeting with our previous advisors, as it relates to my elderly mother’s accounts, I was reminded of why we chose to leave them , and how pleased we are to be working with you, Doug.

    There was nothing wrong with our meeting with them, nor with the advisor, nor with my Mom’s investments and the strategies being taken.But there is simply no comparison in terms of the depth of understanding, ability to explain, and the respectful “not-top-down" dialogue that we get from you!

    We so appreciate your patience and guidance.

    Dr. Jane Hadley – Ottawa Ontario

  • “A fresh, thorough approach to the topic of retirement, including all the aspects that are usually ignored by investment advisers & retirement and estate planners.”


     
     
    Ralph Folman, MD
  • "I now have the clarity, understanding and tools to plan the future I want and live out my dreams. Progressive stages in the process led to a-ha! moments and generated a lot of conversation which would otherwise not happen."
     
     
    Lianne Knipping
  • "This was not a financial process focusing on numbers. It was an opportunity to take a good long look into my own passions and values. I look into the future with excitement now and not trepidation."
     
     
    Sergio Galo
  • "I was amazed at the level of sophistication of the program, the process and the software tools offered for our current and future use. This program has addressed my weakness of not addressing my retirement plan."
     
     
    Lew Ford
  • "An excellent process that brought things together in a very coherent, insightful and meaningful way that was very easy to understand and provoked further thought."
     
     
    Rob Bower
  • "I am intimidated by investments and complex financial matters, but this process gave me more confidence in my capacity to make appropriate decisions. I wish we had done this 10 years ago."
     
     
    Joan Belford
  • "Worry free clarity in your retirement is a wonderful thing. I am super excited to have found what I was looking for. I now have a retirement plan I fully understand and have confidence in."
     
     
    Karen Leonard
  • "The folks at Retirement Navigator did an amazing job setting us up a with withdrawal strategy that is specific to our needs and circumstances. It is both tax efficient and provides protection in the event of a market correction."
     
     
    Greg Geatros
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