Your Best Golden Years
Are Within Reach

Calgary Retirement Planning

Our advice is tailored to you whether you’re a recently licenced physician or a soon to be retiree. We exemplify outstanding retirement planning for Calgary professionals, or those going abroad. Retirement planning that’s systematic can be harder to find, but if you entrust a CFP with your plan, you can live your best life at retirement without worry.

ASSOCIATIONS

DESIGNATIONS

How We Craft Your Plan With These 4 Simple Steps

Pay It Down

We work with you to develop your debt management strategy, based on what’s important to you: freeing up cash flow, saving interest, or saving taxes.

Spend It

Together we create a plan to achieve the optimal work-life balance, empowering you to work as much as you’d like or as little as you need to achieve harmony.

Protect It

Once we’ve determined how you want to tackle your debt and work-life balance, determining the right amount and type of insurance will ensure you stay on track.

Save It

With the first three steps crafted to your unique needs, your remaining income and savings are now free to be directed towards achieving your goals, whether they’re for your children’s education, your retirement, or becoming financially independent as quickly as possible!

Ask Us How We Can Help

Retirement Advice for Doctors

Physicians and surgeons do great work for themselves, their families, and the community, so we’re here to help them buy back time first and foremost. As CFP designation holders, our retirement planning advice for doctors is sound and geared towards helping medical professionals, especially those nearing retirement, get finances working for them, so they don’t have to work any longer than they want.

Pay Yourself in Your Early or Late Retirement

We can provide you with financial planning that takes your retirement date into account and gets you on a retiree’s fixed income. In annual conversations with us, we’ll show you how.

Invest for an Affluent Monthly Budget

Once you retire, you’re on a fixed income, and you’ll have to decide on how much to withdraw from your investments on a month-to-month basis, each year. We’ll draft a budget and tell you how to get there.

Keep One Step Ahead of Financial Strain

As markets go up and down, consumer prices and taxes shift, and your needs change, financial strain is possible after you’ve committed to retirement. But we can perform comprehensive financial planning that anticipates multiple risk factors and secures your retirement.

Enjoy Your Money from Decade to Decade

As your life changes and your golden years progress, your financial needs might change, and you might need to spend more or less in certain areas. We’re committed to being there for decades to help you make decisions as circumstances change.

Retirement Planning for
Calgary Professionals

Your retirement planning options are many, and it can be so numerous that you might feel overwhelmed, especially with your senior years approaching. We’ll always advocate that you begin retirement planning from the age of 30 or so, but please understand it’s never too late to get started with efficacious planning.

Personal Success Stories

"Playcheques was uber professional from start to finish. I never felt like anything was left to chance and every avenue was discussed with me so the best solution was achieved for me and my family. Would recommend them all day long. "

Deane T.

"Adrian George is professional and honest in with all of his clients. He optimizes everything and looks at his clients entire life situation to make a customized plan that works efficiently. There's no reason to use any other financial house than Playcheques in my opinion. "

Dr. John T.

"These fellows know their stuff and work super hard to help you. They really are the best!"

Dr. Joel F.

FAQs

Ask our financial planners for the 10 financial planning rules that have helped past clients succeed!

Our retirement planning for medical professionals is that it flows from comprehensive and certified financial planning expertise, including answers to how to plan for retirement income despite up, down and in-between financial markets.