Planning To Retire Soon?
Maximize Your Pension Payout

Before you sign anything...
Know Your Options First!
Copycat annuity vs Commuted value
Why the historically low bond yields mean for your pension
How to potentially receive bonus surplus cash on top of your pension
Why tax planning is important for a happy retirement
We can help with your RRSP, CPP, OAS, and more!
All of our services are no cost to you!
I attended Bruce’s seminar and decided to work with him on the transfer of my pension to a copycat annuity with Desjardins. I am entirely happy with the results and pleased with the level of service offered by Bruce and his office staff.
Yvon
Bruce helped me transition from employment to retirement. He has managed all my money for 7 years and I’m very happy with the results and the service.
Kathy M.

155 King Street West
Dundas, Ontario
L9H 1V3
#209 – 1069 Wellington Road
London, Ontario
N6E 2H6
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