A history of building long-term relationships and wealth.
A heritage of excellence in financial planning.
In an industry which remains fixated on serving only the needs of investors who plan to continue to add to their portfolios, Retirement Navigator is firmly rooted at the forefront of the specialized area of ‘Retirement Income Planning’. Our primary goal is to serve the needs of investors who must convert their life savings into a safe, reliable income stream, once they leave the security of employment income.
To answer the proverbial retirement question ‘Am I going to be OK?’, Retirement Navigator has created a suite of powerful planning tools, allowing people to explore their retirement ideas and quickly gain clarity and confidence in what their definition of OK looks like. This personal ‘Life Plan’ provides Retirement Navigator with the forward knowledge of how much money is needed and when it is needed.
These are the key ingredients required to develop your very own customized drawdown schedule. This year-by-year recipe – detailing where the cash flow required to fund your desired life choices should be sourced from – will ensure that you optimize the recurring income streams you are entitled to, while sourcing cash flow from your accumulated savings in a manner that minimizes your lifetime exposure to income tax.
Retirement Navigator works with clients across Canada using online web meeting tools.
Our Retirement Specialists
Doug Dahmer is the CEO and Founder of Retirement Navigator and the creator of the tools and technologies that support the C3 Retirement Income Planning Process. He is passionately committed to solving the unique challenges and issues facing Baby Boomers as they prepare for a retirement which is rapidly being redefined.
Over his almost 30-year career in the financial planning industry, Doug has become an expert in both the financial and non-financial aspects of planning for the second half of life.
Doug holds an Honors Bachelor of Business Administration from Wilfred Laurier University and a Masters of Business Administration Degree from York University. He is a Certified Financial Planner (CFP)and is also a qualified member of the Society of Trusts and Estate Practitioners (TEP).
Gregory Dobson (B.A., CMA, CPA, EPC, CEA) is a Financial Planner at Retirement Navigator. For the past 20+ years, Gregory has been delivering great value to clients as a Certified Financial Planner, helping clients plan their short-term needs and long-term goals.
Greg is a Chartered Professional Accountant and lives by the motto “In Your Best Interest”. As an experienced tax expert Greg is motivated by the desire to improve client’s retirement income
Greg helps you make your plan better which results in “Better Money Choices”.
Richard Blake (BA, CFP, CLU, CEA, RRC) is a Financial Planner at Retirement Navigator™. He worked in the retail banking sector for 22 years before making a career change to become a Certified Financial Planner in 1999.
Richard specializes in working with small business owners for estate preservation, wealth transfer, tax planning and risk management, by ensuring that owners understand, and take advantage of, the opportunities available to them. He also specializes in clients in the retirement segment, ensuring tax effective income streams to ensure cash needs are met, paying a particular focus on eliminating the claw back of government benefits for clients.
Richard holds a Bachelor of Arts in Psychology and Economics from Queens University, where he was a member of the Golden Gales Football Team. He is a Certified Financial Planner (CFP), Charted Life Underwriter (CLU), Certified Executor Advisor (CEA) and a Registered Retirement Consultant (RRC). Richard makes his home in Mississauga, Ontario where he works extensively with the Rotary Club of Mississauga.
Adrian Blake (B.Comm, CFP, RRC) is a Financial Planner at Retirement Navigator™. He spent 3 years with Investors Group and joined Retirement Navigator in March 2015.
He firmly believes that financial stability is something that we all aspire to and that individuals and families who are better organized financially are ultimately happier. Adrian helps people within 10 years of retirement understand their dreams for the future and assists them in building the plans required to achieve those dreams by offering a unique investment product designed to reduce volatility and help you sleep at night.
Adrian graduated from the University of Toronto with a B. Comm in Commerce and Finance. He is a Certified Financial Planner (CFP) and a Registered Retirement Consultant (RRC).