Dream it. Plan it. Live it.

Embracing retirement with clarity and confidence starts by having a clear vision of whats most important to you and then having a plan to get you there.
Let's Get Started
We believe a successful retirement
starts with having a clear vision
of what you really want in life!
About True North
Who We Are
True North Retirement Counsel is a full service financial planning firm specializing in helping Canadians make a successful life transition from work to retirement.  Planning is our passion and we work hard every day to bring our clients dreams to life!
Our Clients
Who We Serve
Financial planning is a personal endeavour. It’s about you and your unique situation.  What's your vision, and where are you today?
Our Process
What We Do For You
At True North Retirement Counsel we’ve created a unique planning process to help our clients achieve their retirement dreams. Our Fearless Retirement Blueprint™ system was designed to help you make the most successful transition possible from work to retirement.
Meeting the Right Retirement Planner:
“The Coffee Meeting”
Discovering Your Retirement Lifestyle and Financial DNATM
The Financial Diagnosis™
The Financial Prescription™
Filling the Financial Prescription™
Your Regular Financial Fitness Review™
Ready to Start Planning?
If you know you need a plan and are ready to get started, click on the Select Your Plan Level Button below.

If you’re still not sure what type of plan you need or just want to chat with us about your situation, we’re always happy to set up a Fit Meeting. This is a Free Consultation where you can get your questions answered. It’s also a great way for us to see if we can provide value to you and if so, help determine what level of plan would be most appropriate for you. If we don’t think we can bring any value to you, we’ll let you know. Click the Book Free Consultation button below to schedule your Fit Meeting!

Resources

The True North Blog
View our most recent blog posts and news updates below.
How to Strive for Family Harmony Amid Intergenerational Wealth Transfer

February 23, 2024

Canadian families are at the precipice of a massive intergenerational wealth transfer. Although this presents a once-in-a-lifetime opportunity for families to pass along their hard-earned wealth and values, it often comes at the cost of family harmony.
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