Do you know
where you stand
for retirement?
Most Canadians have a vague sense of whether they're saving enough — but almost nobody has a real number they feel confident about. Let's change that.
Sound familiar?
That quiet worry about retirement? You're not alone.
After 25 years helping Canadian families plan for retirement, these are the questions I hear most:
- "Do I have enough to retire? I honestly don't know."
- "I have money in different accounts, but no actual plan."
- "I want to make sure my family is taken care of."
- "I feel overwhelmed every time I try to figure this out."
- "I don't want to be a burden on my kids."
Here's what I've learned: the worry is almost always worse than the number. Once you see where you actually stand, you can breathe — and make a plan.
Replace Worry With a Number →Your Free Starting Point
What's Your Retirement Score?
Most Canadians have no idea if they're actually on track — not a rough guess, but a real number they can plan around. Your free Retirement Score changes that in about 2 minutes.
How it works
A clear picture in 2 minutes. Free.
No account needed. No sales call. Just your number.
- 1 Answer a few simple questions about where you are today — savings, timeline, what you're hoping for.
- 2 Get your personalized Retirement Score — an honest snapshot of where your plan stands right now.
- 3 See exactly what to focus on — the specific steps that could make the biggest difference for your situation.
Free. Takes about 2 minutes. No commitment required.
One Call for All Your Needs
Everything your family's financial future needs — in one place.
As a broker, Brad has access to the full market — not tied to one institution's products. From retirement income to insurance to estate planning, everything works together as one plan.
Retirement Income Planning
CPP, OAS, RRSP, RRIF, TFSA, pension splitting — we map how all the pieces fit together for your specific situation, so you never wonder if you'll run out.
Family Protection & Insurance
Life, critical illness, disability — the right coverage so your family is protected if something unexpected happens. We find the right fit from across the full market.
Tax Optimization
Strategic RRSP and TFSA planning, income splitting, and retirement withdrawal sequencing — to keep more of what you've earned and minimize what you give to CRA.
Investment Management
A portfolio strategy built around your goals — not a bank's product shelf. We have access to the full market and select what's genuinely right for you.
Estate & Legacy Planning
Beneficiary structures, wealth transfer, and protecting what you've built for the people who matter most. Clear plans that don't leave your family guessing.
Mortgage & Banking
One call handles it all — including mortgage advice and banking that integrates with your broader financial plan, so nothing falls through the cracks.
What Clients Say
Real families. Real clarity.
"Brad made everything so clear and understandable. For the first time in years, I actually feel confident about where we're headed. He took the time to explain everything — no jargon, no rushing."
"After my divorce, I had no idea what I had or where I stood. Brad walked me through everything patiently and built a plan I actually understand. I finally feel like I'm in control of my own future."
"I used to avoid thinking about retirement because it felt overwhelming. Brad simplified everything into three clear steps. Now I have a real plan — and that quiet worry I used to carry is just gone."
Your Advisor
Easy to get to know.
Easy to grow with.
For 25 years, Brad has helped Canadian families across the country plan for retirement, protect what matters, and build confidence in their financial future. As a broker — not tied to any single institution — he has access to the full market and selects what's genuinely right for each client.
His approach is built on three simple steps: Plan (a real cashflow plan for your retirement years), Protect (the right insurance and coverage), and Progress (an investment strategy aligned with your goals). One call. One advisor. One clear plan.
Start With Your Free Score →Knowing is always better
than wondering.
Your free Retirement Score takes about 2 minutes. It shows you exactly where your family's financial plan stands today — the strong points and the gaps. No commitment, no sales call.
Free. Takes 2 minutes. No account required. For informational purposes only. Individual circumstances vary. Results are estimates based on the information you provide. Not financial advice.