RetirementWise

Get access to the best financial experts for Complimentary Retirement Planning so you can pay less tax and retire with confidence without sacrificing your lifestyle

If you are getting close to retirement but are worried about how you can retain your lifestyle and your wealth..

we're going to show you how you can build a strong and secure retirement plan that allows you to achieve financial freedom before or during your golden years.

WITHOUT sacrificing your lifestyle, or working until the age of 65.

At RetirementWise, we're dedicated to empowering Canadian families with the knowledge to achieve financial independence from all walks of life.

We understand the stress of retirement planning, especially when it feels like every dollar is being taxed away.

But here's the good news: there's a better way.

We've uncovered a unique retirement approach that ensures you can enjoy financial independence without the fear of running out of money or losing sleep over taxes.

This isn’t about stashing cash in traditional retirement plans; despite what the financial industry might be telling you or what everyone is saying.

Instead, it’s what we call Cash Flow Security.

Cash Flow Security is going to help create a reliable and enduring cash flow, which helps remove worry and stress, and gives you financial stability throughout retirement.

Since we started, we've empowered over a million families to make better decisions towards their financial goals. Many of them, when they first started, had no clarity and were worried about their financial future.

They were anxious about making the wrong decisions and even experienced frustration with the amount of taxes they’re facing.

Now, they feel confident, secure, and enjoy more peace, thanks to a solid financial foundation.

Click the "start now" button to see if you qualify. We provide unlimited, complimentary consultations.

We'll introduce you to our most trusted financial advisors in your area and walk you through our proven frameworks, tailored to help individuals like you achieve financial confidence and security in your golden years.

Every day is crucial for safeguarding your wealth from unnecessary taxes and avoiding costly mistakes.

Click the button below now to see if you qualify.

Our Mission

Our mission is to empower the 99% with elite financial knowledge and tools, typically reserved for the 1%. We offer accessible resources in wealth management, tax strategy, estate planning, and insurance, approaching financial well-being with the same holistic care as the privileged few. By democratizing financial education, we aim to level the playing field and enable everyone to make informed decisions for a secure financial future.

Our Program

Our Impact

Introducing our comprehensive program, where financial excellence meets personalized guidance. Our wealth managers, estate planning attorneys, CPAs, and insurance professionals converge to tailor a seamless and efficient financial journey for you. From strategic wealth management to safeguarding your legacy, optimizing tax efficiency, and ensuring comprehensive insurance coverage, our dedicated team ensures your financial aspirations become shared victories. With expertise in every facet, your financial well-being is our collective mission, and with our integrated program, your path to a secure and prosperous future is guided by experts at every step.

100+

MILLION DOLLARS PUT TO WORK

With over $100 million invested, our focus goes beyond wealth accumulation. We strive to maximize every dollar you earn by integrating tax strategy with effective wealth management.

55+

PARTNERS EXCITED TO HELP YOU

In crafting your financial future, we've assembled a team of 55 top-notch estate planning attorneys, tax strategists, wealth managers, and insurance professionals. Our holistic approach centers around you.

1,000,000+

FAMILIES HELPED

Our greatest achievement is witnessing families achieve their financial milestones — from purchasing a home and early retirement to discovering tranquility in their financial journey.

Our Partners

Our team of financial advisors has undergone training at renowned institutions such as LPL, Morgan Stanley, and BlackRock. Beyond their professional credentials, they embody a profound empathy and understanding, specializing in guiding early to mid-career professionals toward financial empowerment.

Our commitment to unbiased advice is unwavering as we do not receive compensation based on the products you choose. This ensures our advisors remain dedicated solely to providing the most impartial and optimal guidance to you.

More than experts, they are partners in your financial journey.

Our Program

Wealth Management

Embarking on a financial journey with our wealth managers is a personalized expedition toward your goals. Their expertise ensures strategic financial planning, optimizing your well-being through prudent investments and tailored wealth preservation. With our wealth managers, your financial goals become shared victories, making the journey as rewarding as the destination.

Estate Planning

Navigating the intricate realm of estate planning with our attorneys is a personalized journey tailored to your unique needs. Our estate planning attorneys bring specialized expertise and genuine commitment to guide you through the complexities of safeguarding your legacy. From crafting meticulous plans to securing your assets, their focus is on your peace of mind.

Tax Strategy

Navigating your financial journey with our CPAs and tax strategists ensures a personalized and efficient experience. With specialized expertise, they focus on optimizing your financial health through meticulous tax planning and maximizing deductions.

Insurance

Ensuring your financial security with our insurance professionals is a personalized, efficient experience. With expertise and commitment, they navigate complexities, crafting customized plans for peace of mind. With our insurance professionals, your protection is in capable hands, ensuring a secure future.

Get Started

Start your personalized financial journey in three easy steps: Take our quiz, get matched with experts, and engage with a diverse array of professionals to discuss and align your goals. Begin now for expert-guided financial success.

1. START WITH OUR QUESTIONNAIRE

Begin with our enjoyable and straightforward questionnaire, allowing us to tailor our guidance to your unique needs.

2. GET MATCHED WITH EXPERTS

Complete the quiz, and we'll align you with the appropriate experts tailored to meet your specific needs.

3. DISCUSS YOUR GOALS

Engage with a diverse array of experts to gain valuable insights that align with your goals.

DECEMBER 2023

I spoke with multiple Advantage advisors to help me understand how I should prioritize my financial future. Should I be focusing on estate planning? Tax mitigation? Or continue focusing on wealth management? It was nice speaking with experts who could help me connect the dots.

John Anderson / RetirementWise Customer

The information provided here is solely for informational purposes and should not be interpreted as investment advice. We do not endorse or offer to sell any specific securities, strategies, or investment products. Our analysis and discussions regarding investments, sectors, or the market are based on current information from reliable public sources. However, we cannot guarantee the accuracy or completeness of this information. Our views expressed in online content are current at the time of publication but may change. RetirementWise is not a registered investment advisor and does not provide financial planning or investment advisory services to clients. We do not manage client funds or hold custody of assets. Instead, we assist users in connecting with relevant financial advisors.