A great retirement starts with a plan
At Longevity, we believe in a world where retirement is seen as an opportunity, not a challenge.
Together, let's explore your unique financial situation and answer your most pressing questions about generating retirement income. We’ll build a realistic financial plan, and then help you implement it. Our goal is to provide you with peace of mind and confidence during your retirement years.
Clayton Brown, CFP®
With the right plan, your dreams become goals
For most of your life, your greatest financial asset is your paycheque. Then it becomes your retirement plan. Let’s make sure you have a great one.
As a CFP® professional, I’m here to help you make educated financial decisions for you and your loved ones.
Visualize the possibilities
With the right plan and planner in your corner, you’re just a phone call away from reaching your retirement goals.
Are you looking to build a retirement plan?
Do you have a plan but need a second opinion?
Get unbiased and tailored advice from a retirement income planning specialist. Flip this card for more details.
Fee: $499 - $1,499 (based on complexity)
Are you looking to combine a retirement plan with professionally managed investments?
Thinking about moving your investments?
Flip this card over for more details and to download a sample plan.
Fee: 0.35% - 0.60% (based on portfolio size)
Dive deeper with the advanced plan
How long will my money last?
How much can I spend so I won’t run out of money?
When should I take my CPP and OAS?
Which of my assets should I spend first?
Have I saved enough?
How much will be left to my children?
How Couples Can Create Retirement Income for Life
Retirement planning is rarely a solo pursuit. Learn how to make sure both you and your loved ones are cared for in retirement.
It’s time to feel secure with your plans
Try our retirement calculator to get an estimate of what your income could be in retirement.