Retirement Coaching

Retirement is one of the biggest transitions you will experience during your lifetime.

Do you want clarity and peace of mind about your retirement planning?


We’ve helped hundreds of families plan for retirement, transition into retirement and to successfully live their retirement dreams.


Our Retirement Coaching Service will help you answer the following questions with confidence:

  • Can I afford to retire?
  • How much investment savings will I need?
  • How do I tax effectively integrate my various sources of retirement income?
  • What's my sustainable after-tax income?
  • What kind of investment returns do I need to achieve?


To Learn More Watch Our Video


How to Explore our Retirement Coaching Service
1. Download our complimentary retirement planning white papers.
a. Retirement Planning Checklist – This handy document reviews key areas you need to think about as you begin planning for your retirement. Click here to grab your complimentary pdf copy
b. Retirement Planning Tips – This pdf document covers a number of planning tips to assist you in developing your retirement plan. Click here to grab your complimentary copy.

c. Retirement Snapshot – this pdf is a sample of one of the forecasting reports we generate as part of the Retirement Coaching Process. This report helps to answer the question, “Do I have enough?” Download your complimentary copy here.

2. Take a look at the complementary sample snapshot. A powerful report that confirms if you have enough for retirement. We use the same snapshot as part of the retirement planning process.

3. Send us an email and we will send you a complimentary digital information package. Email us  to request your information package at

4. Curious about how you can start the process? Send us an email using the link below confirming that you want to have a phone conversation. We will answer your questions and help you confirm if our retirement coaching process is a fit for you.
Let’s start a conversation – arrange an exploratory call We would be pleased to arrange a phone or video conference call.

Retirement Coaching Process

We have created a five step complimentary process that allows you to explore our retirement coaching services and to get the clarity you are looking for. 

What you will receive:

1.  We will forward to your attention the PRE-MEETING data form that outlines the information we require to complete your personalized plan.

2.  Once we receive your information, we prepare the first computer simulation.  We then make arrangements to set a face to face meeting or video conference to review the simulation together.  In this meeting we confirm if there are any gaps in your planning and highlight the potential strategies that can be used to help you achieve your retirement income planning goals.

3.  At this stage we prepare your Retirement Income Planning Report.  
This report includes:
  • Detailed computer Models
  • Specific strategies and recommendations
  • Detailed action plan to assist you in the implementation of the recommendation

4.  Once your customized retirement income plan is complete, it will be forwarded to you in advance of the second face to face/video conference meeting.  This meeting will provide you with an opportunity to make a note of any areas that require clarification.

 5.  Our office will contact you to set a face to face meeting or video conference.  At that time we will review the document together, discuss the implementation Action Plan and answer your questions.

What you receive:

  • Two individual consultation
  • An opportunity to meet with a consultant to develop multiple retirement income planning computer simulations
  • A comprehensive Retirement Income Planning Report and organizational that includes:
    • Recommendations, Action Plan, resource material and sections to organize your financial information.  
    • A detailed Action Plan that will help you implement your Retirement Income Plan.

Note: There is no fee for this five step planning process. Choosing a retirement coach is one of the most important financial decisions you will make. We have developed a process that will provide you with clarity and is customized to your unique goals and circumstances. By the end of this process, you will know more about Assante Wealth Management (Canada’s largest non-bank owned Wealth Planning Firm), the services that we provide and the specific implementation steps that we can assist you with.

At the end of this process, if you want to explore how you can become an ongoing client of our Wealth Planning Practice, we would welcome that conversation.

Have questions or want to get our information package?

Zip us an email at