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.
Basic Plan
This is an easy first step to setting yourself up for success. In less than 15 minutes, you can map out your financial future. To see what we mean, flip this card over and download the sample.
Basic plan: $199
Advanced Plan
Build on your basic plan and consult with an expert to make a personalized action plan to prepare for life’s curve balls.
Advanced plan: $599 - $1,499
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.