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
The returns below are annualized since inception.
Global Balanced
60/40
7.15%
Global Growth
80/20
8.44%
Global Equity
100/0
10.46%
Annualized returns since inception. Last updated March 31, 2024. For more information, please click “See Our Portfolios.”
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.
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 created to provide you with the best possible retirement planning and portfolio management.Â
- 4 Certified Financial Planners
- 4 Chartered Investment ManagersÂ
Actively working with over 300 families managing over a quarter billion of their hard-earned wealth.
Plan wisely, invest soundly.
Here's What People Are Asking
Our fee structure is based on a percentage of the investments we oversee and is directly deducted from the account. Fees are as follows:
- 1.65% for portfolios $500,000 to $1,000,000
- 1.25% for portfolios $1,000,000 to $3,000,000
- 1.00% for portfolios $3,000,000 to $5,000,000
- 0.75% for portfolios $5,000,000 to $10,000,000
- 0.50% for portfolios over $10,000,000
Your prosperity directly correlates with ours, reinforcing our commitment to your financial success.
No, there is no cost for an initial meeting. We are pleased to address any questions you may have.
Our minimum portfolio size ensures that we can offer the highest level of service and expertise to our clients.
It allows us to craft personalized investment strategies tailored to each client’s financial aspirations and risk comfort, ensuring continuous monitoring of portfolio performance and consistent communication about investments.
If our minimum account size isn’t suitable for you, we’re happy to suggest other advisors who might align better with your needs.
We do not charge a fee for transferring your investment portfolio to us.
If your previous firm charges a transfer-out fee, we will reimburse you upon presentation of the statement showing the fee paid.
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