What We Do

What We Do

Financial planning has always been our primary focus, and is the basis for our great client relationships.  This is why the discussion about financial products comes in towards the end of our Fearless Retirement Blueprint™ system.  However, in order to affect change and reach ones goals your plan recommendations do need to be implemented.   This step in the plan generally requires the use of various financial products. 

The financial services industry is extremely diverse and complex when it comes to product offerings.  Without a financial plan this can make selecting the right product a difficult task.  With a detailed plan, informed decisions about the products can be made with relative ease because you will know what the product needs to accomplish for your situation.

At True North Retirement Counsel we’ve taken the time and done the legwork for you in order to assemble a comprehensive suite of products and services that are best suited to address your unique situation.

Services and Products include:

Financial Planning Services provided by True North Retirement Counsel

  • Basic Financial Plan
  • Comprehensive Financial Plan
  • Retirement Savings Plan
  • Retirement Income Plan
  • Education Savings Plan
  • Cash Flow Management Plan
  • Risk Management and Insurance Plan
  • Pension “Options” Plan
  • Estate Planning
  • Fee For Service Financial Planning

Investment Products

  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Tax Free Savings Plans  (TFSA)
  • Registered Education Savings Plans (RESP)
  • Mutual Funds*
  • Segregated Funds
  • Pooled Investment Funds
  • High Net Worth Investment Programs – minimum asset levels required
  • Separately Managed Accounts (SMA’s) - by qualified referral only
  • Income Annuities
  • Guaranteed Investment Certificates
  • Mortgage Referral Service
  • Banking Products – High Interest Savings Accounts
  • Group Retirement Savings Plans

* Mutual Funds Provided by Investia Financial Services Inc.

Insurance Products provided through Financial Horizons Group

  • Life insurance
  • Long-term care, Disability and Critical illness Insurance
  • Health Spending Accounts (HSA)
  • Travel/Medical Insurance
  • Health Insurance Group health benefits

Other Services provided by True North Retirement Counsel

  • Retirement Lifestyle Coaching
  • Retirement Readiness Seminars
  • Fearless Retirement Blueprint Workshop
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