Having a Financial Coach, means having someone you can count on to help teach you and your family about investments and understand what you own. We are here to help you take control of your finances, by mitigating taxes, reducing fees, and avoiding unnecessary risk. 

  • Middle Retirement Financial Coaching allows this family to vacation with loved ones and spend quality time without worrying about their finances.

    FAMILIES

    When it comes to families, we understand the challenges and the joys. Operating a family business with three of our five children means we’ve been there, we understand RESP’s, RDSP’s and how to make them work for you and your children. Whether it’s your estate or your legacy, we are here to listen and help you plan so your future and your children’s future is on solid ground.

  • MIDDLE RETIREMENT FINANCIAL COACHING FOR INDIVIDUALS - A financial adviser sits at a meeting table with an individual to explain their finances. The financial advisor explains what they own today, investment strategies and potential tax benefits.

    INDIVIDUALS

    Our goal at Middle Retirement is to help you understand your finances.We think out of the box, so you can discover unique and standard ways to ensure a healthy portfolio for today and the future.

    One of our clients recently said, “finally, now I get it.”

    He’s planning retirement, but the advice he continues to get is keep your whole portfolio in the market. This causes him sleepless nights, and worrisome days listening to market news. We recommended low but consistent income for 3/4 of his portfolio, so he knew he and his wife could live modestly and 1/4 in the market where if he experienced losses he would always be ok and with gains life could have icing.

    We help individuals plan and achieve their retirement, their way.

  • Middle Retirement Financial Coaching is helping this business owner by teaching him how to use his corporate to minimize his financial liabilities and providing his employees with financial education so they can enjoy peace of mind.

    BUSINESS & EMPLOYEES

    Are you using your corporation effectively? At Middle Retirement we help corporate owners minimize their financial liabilities to ensure they are maximizing their gains, meaning healthier businesses. We also provide employee education plans, so your staff can enjoy financial peace of mind. Whatever your business size, we are here to help you and your employees reach financial happiness.

Our Promises

  • Get to know you and your finances.

  • Work with you one on one to understand your financial portfolio

  • Explain how money really works and bust the myths about the market

  • Mentor and coach you through the tough times and help you reach high ground

  • Provide the tools that it takes to keep your investments in your hands, not your advisors

  • Inform you about options on retirement strategies, estate, and succession planning

  • Show you how you can reduce fees, thus maximizing your returns