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.

A great retirement stats with a plan image

With the right plan, you're three steps from reaching your goals

Step 1

Together, we’ll help you uncover your retirement goals: whether that’s a vacation in Hawaii, summers at the cottage or leaving inheritance to grandkids.

Step 2

Then, we’ll see where you’re at (e.g. sources of income, assets, debts, etc.) and lay out the elements to get to where you want to go.

Step 3

Finally, we’ll help you build, adjust, and implement your plan while considering how can we effectively manage your risks and tax losses and gains.

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.