Retirement Planning

We all dream of retiring … but dreams are just that – dreams! A goal, however, is a dream with a plan and a deadline. So, have you really mapped out what the “retirement lifestyle” looks like for you and what you need to put in place to get there?

You can draw on our decades of client experiences to assist you in creating the foundation for developing and implementing the retirement lifestyle plan that’s right for you.

We can meet with you to assess your current situation, desired goals, and objectives. We will walk you through some of the processes of retirement planning which include:

  • Analyzing your current asset portfolio & retirement funding situation;
  • Determining, based on your desired lifestyle, what your annual expenditures would be;
  • Assessing the required savings needed in order to meet that retirement lifestyle;
  • Discussing on a practical level what changes in your current situation are needed to get there;
  • Setting a tentative retirement date goal to work toward;
  • Reviewing what tax minimization strategies are available for you to utilize and assist you;
  • Meeting with you regularly to update and amend your retirement plan as required

Client Testimonials
  • " For the past twelve years Michael’s firm have been my accountants for both corporate and personnel accounting services. Mike and his staff have provided excellent professional services and I look forward to continuing our business relationship in the future. "

    Jim Sulker - Sulker Enterprises

  • " Michael has been associated with my corporate and personal financial matters for the past 25 years. His knowledge and his attention to details have allowed me to run my two business ventures with greater confidence and ease of mind. He is always been there with constructive advice when I needed it. If you ever need a firm who takes a personal approach to your financial matters be they personal or business, I highly recommend Mike and his staff. "

    George Stevens - President | Exclusive Education Products Ltd. / Edubar Holdings Inc.

  • " Michael’s firm has handled my tax and accounting needs for many years. He walked me through a difficult and complex corporate buy out, as well as advised me many times on various business activities.  I can call anytime to get assistance with HST, payroll, tax planning and retirement planning. Some of my business dealings are not typical and Michael and his team always provide prompt answers and welcome challenging business and tax situations. Helen, Lynda and the rest of his staff are pleasant and accommodating. I know I have minimized my taxes because of Michael's vision and exceptional ability to plan for the future. All this is provided with at a fair and reasonable cost.  I will continue to be a long time client of Michael’s firm. "

    Ruth Sommers - RESE Holdings Inc

  • " Mike’s firm have been my “go to” source for several years – they are an amazing resource for a small company like mine. I have referred several of my clients to this office for year-end filings and more complex tax and retirement planning issues – their years of experience provide meaningful advise for my client’s needs. His staff reflect his qualities and are not only courteous, and kind, but well trained and knowledgeable. A combination that is hard to find. They have earned my utmost confidence in all accounting matters by continuing to perform in a professional, confidential, and timely manner over the years. It requires so much effort to run a business - any business. Those of you that have built your ideas to fruition, or are just beginning a journey, can trust that Mike and his firm understands the big picture - your picture - your future. "

    Jaime Grant - Grant Bookkeeping Services

  • " We have been clients of Mike’s firm for many years. He and his team have worked with us on annual corporate & personal tax filings, retirement & estate planning, and issues surrounding real estate dispositions. They have always been extremely helpful, very thorough and all work has been completed in a timely fashion. We are especially appreciative of the time Mike spends answering any questions we have. They are professional and genuinely care about their clients' concerns. "

    Eileen & Allan Wilson

  • " Mike and his staff have been helping with our personal and corporate accounting since we moved to the Barrie area over 14 years ago. His planning and advice on our various companies and personal returns have been very helpful. I especially appreciate how well we communicate and come to a quick but well thought out tax strategy going forward. His hand picked staff like Helen and Lynda share the same conscientious and caring manner. They are good people. Don't hesitate to use their services. "

    The Howard Family - H E Developments

  • " As the majority shareholder of four small corporations, Mike and his team have become an extremely valuable business partner and resource for our companies in very short order. After a glowing endorsement from my financial advisor and a terrific introductory meeting, we switched from a much larger firm we had been dealing with for more than a decade because Mike offered a more reasonable pricing structure and more importantly, he truly understood our various needs which worked hand-in-hand with his expert and personalized service. In addition to providing excellent accounting and tax services, Mike has offered invaluable business advice which has assisted us as we build our new business and transition our other more established ones. His team is always professional, timely in their responses, and very helpful. We look forward to a terrific long term relationship with Mike and his team. "

    Peter Kilburn, President - The YES Inc, Group of Companies