You're 50+
with over $500,000 in retirement savings and you have questions like…
How do I create a retirement income?
How much can I spend?
How can I reduce my taxes?
What can I do to plan for the unexpected?
We Can Help By Creating A
Retirement Withdrawal Plan
Made just for you. Our retirement withdrawal plans help to get the most out of your money in retirement. By pairing the latest financial planning tools with our seasoned expertise, gain confidence in knowing you have a plan that works for you.




Retire with Confidence

A Plan That Pairs With
Portfolio Management
Your retirement plan should work hand in hand with your investments. Following an evidence-based investment approach, we focus on the controllable to provide you with financial security and freedom.Â
Trans Canada Wealth Management is a tradename of Harbourfront Wealth Management Inc. Information on which this table is based is available on request. Particular investments or trading strategies should be evaluated relative to each individual’s objectives in consultation with the Investment Advisor. Opinions of Trans Canada Wealth Management constitutes its judgment as of the date on this report and is subject to change without notice. They are provided in good faith but without responsibility for any errors or omissions contained herein. This table is furnished on the basis and understanding that neither Trans Canada Wealth Management nor its employees, agents or information suppliers is to be under any responsibility of liability whatsoever in respect thereof.

Global Balanced
60/40
6.63%

Global Growth
80/20
7.72%

Global Equity
100/0
9.67%
Annualized returns since inception. Last updated November 30, 2023. For more information, please click “See Our Portfolios.”
Meet Our Team
Trans Canada Wealth
Striving for full transparency and open lines of communication, we aim for your complete trust and satisfaction. Our team has been carefully crated to provide you with the best possible retirement planning and portfolio management.Â
- 4 Certified Financial Planners
- 4 Chartered Investment ManagersÂ
- Helping over 500 families
- Managing over 260 million in retirement assets

Plan wisely, invest soundly.
Here's What People Are Asking
Our fee is a % of the investments we oversee and is directly deducted from the account. We do not earn investment commissions, kickbacks, or any hidden revenue streams.Â
- 1.65% for $1,000,000 and under
- 1.25% between $1,000,000 & $3,000,000
- 1.00% between $3,000,000 & $5,000,000
- 0.75% between $5,000,000 & 10,000,000
- Accounts over $10,000,000 please book a meeting to discuss.Â
Disclaimer: All fees and services are subject to change and do not include GST/HST. Fees vary based on account size and investment. The minimum portfolio size is $500,000.
There is no cost for an initial meeting. We are happy to answer any questions you may have.
We genuinely care about offering the highest level of service and expertise to our clients. By having a minimum account size, it allows us to craft personalized investment strategies tailored to each client’s financial aspirations and risk comfort. This also ensures continuous monitoring of portfolio performance and consistent communication about your investments.
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We recognize that our minimum account size might not be suitable for everyone. If it’s not a fit for you, please know we’re more than willing to suggest other advisors who might align better with your needs. We’re here to help, no matter what.
We do not charge a fee. However, the firm that you’re leaving may. If you get charged a transfer-out fee, we’ll be happy to reimburse you.
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As per IIROCs guidelines, before reimbursing clients, we’ll simply need to see a statement from your previous firm, showing the transfer out fee you paid
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