Retirement Planning That Takes Care Of

Your Taxes Your Income Your Investments

Helping Canadians turn their savings into steady, tax-efficient retirement income with personalized plans, investment strategies, and ongoing support.

Trusted by Canadians

We don’t dabble in retirement. We specialize in it.

It starts with a personalized plan that maps out your goals, income needs, and withdrawals. Then we align your investments to support that plan, so your savings turn into steady, tax-efficient retirement income.

Before

After

Our Planning Process

There’s no pressure or sales pitch. Just a clear, personalized process designed to turn your savings into tax-efficient retirement income. We don’t offer one-time plans, and we don’t manage money without a strategy.

Real People. Real Plans. Real Results.

Norm & Robin

Clients since 2015

They helped us see the bigger picture in our overall long-term planning and for retirement.

Wade

Client since 2024

I know that I’m going to be in a better spot as a result of this relationship.

Pamela

Clients since 2016

Once you plan financially for your future, it makes living in the present so much better

Phil

Clients since 2013

There’s no problem for us to see our dreams come true, and it doesn’t have to be that complicated

FAQ's

What if I already have a financial advisor?

That’s common. Most of our clients came to us while working with another advisor but weren’t getting a plan, tax strategies, or clear answers. Our retirement review helps you compare what you have to what you could have.

Do you offer one-time financial plans?

No. We don’t believe a one-time document is enough. Our clients rely on us to help them generate steady, tax-efficient retirement income year after year

What makes you different from a bank or big investment firm?

We don’t sell products or hand you a generic portfolio. Everything starts with a personalized retirement income plan, a structured portfolio to match that plan, and tax strategies—all working together to create steady, tax-efficient retirement income that supports your goals.

What happens during the Retirement Review?

We’ll ask about your goals, your savings, and your current plan (if you have one). Then we’ll show you where things stand and what could be improved. No pressure. No cost.

What about my kids—can you help them too?

Yes. The next generation is often a key part of creating a tax-efficient retirement income and estate planning. If you believe it would be valuable for us to support your children, we’re happy to help. It’s all part of making sure your full financial picture works together.

About The Team

Creating tax-efficient retirement income is what we do. Our team of Certified Financial Planners and Portfolio Managers helps hundreds of Canadians save a significant amount in taxes throughout their retirement. If you’re wondering who you’d be working with, meet the people behind the plans.

Confidence Comes From Knowing What to Expect

Retirement gets easier when you know what’s coming, how to prepare, and who’s helping you along the way. That’s why every plan we build is personalized, every investment is aligned with your goals, and our team is always there when you need us.

I was hesitant to leave my long-time advisor, but making the change has been incredible. I now realize what comprehensive financial advice truly means. The change has put extra money in my pocket, enabling me to save on lawyers fees..

- Richard C.

We have been clients for the past few years. We have had many meetings, and everything is always explained thoroughly. We are very impressed with the personalized professional service and advice given to us.

- Cara V.

I started working with Colin back in 2015. We put together a plan that touched on my succession and estate planning. Colin has experience, is sharp, and provided me with great ideas. What I admire the most, however, was his ability to organize my team of professionals (accountants & lawyers) so we could all work together on tax savings strategies that fit my situation.

- Roland G.

I started working with Colin back in 2015. We put together a plan that touched on my succession and estate planning. Colin has experience, is sharp, and provided me with great ideas. What I admired most however was his ability to organize my team of professionals (accountants & lawyer) so we could all work together on tax savings strategies that fit my personal farm operation.

- 5472547 MB Ltd.

We have worked with Kevin for the last 20 years and we have been very pleased with the outcome of our financial plan. They have helped us understand our goals and priorities and tailored an investment strategy for the future of our family & business. Needless to say, we are more than satisfied with their approach in keeping our investing on track. Thank-you for your excellence!

- Pam & Bruce D.

This is an amazing place! They take care of everything – investments, taxes, all aspects of retirement. My portfolio is performing much better than I ever expected! Can’t praise them enough.

- Edward B.

We can’t say enough good things about Trans Canada Wealth. Marc has been amazing to work with; he's always there when we need him and has helped a lot. We’re incredibly pleased with both Marc and the entire wealth management team.

- Laurel & Brent L.

We have to say Matt and Marc are wonderful! The attention to detail , the friendly banter and their genuine care of us and our family is heart warming. We didn’t feel we were being heard in the past and that is the exact opposite now.

- Joanne & Cindy K.

We don’t have to worry about the financial side—so now we can just focus on where we want to go and what we want to do.

-Joanne & Cindy

Ready To Take The First Step?

No pressure, No cost. Just a clear look at your retirement and how to improve it