Your Free Retirement Analysis

A 3-step process to help you evaluate our services and make an informed decision about working together.

Retire Ready
Assessment

Tax & Investment
Analysis

Personalized
Action Plan

Laptop displaying text "Free Retirement Analysis"

We are Retirement Planning Experts and Do Our Best Work With:

45+

Retirement investors age 45+ who are in or approaching retirement.

$500,000+

Diligent savers with retirement investments over $500,000.(Excluding real estate.)

Expert Guidance

Nice people who value expert help so they don’t leave money on the table.

Interested in Working Together?

Get started in three easy steps:

Step #1

Introductory Call

Schedule a 20 minute call/virtual/coffee meeting that will give us both a chance to make sure your situation matches our expertise!

Step #2

Discovery - Organization

What are your financial goals? In this 60-minute meeting, we aim to better understand your needs and what's most important to you

Step #3

Recommendations - Draft Your Plan

In this meeting you'll receive your One-Page plan that lists our recommendations and identify the value we can add to your financial situation.

Get Started Today

Think it Over

At the end of this process, we will simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we aren’t a good fit, we will happily help you find another professional with the right expertise. There is never a hard-sell or pressure to say "yes."

Step #1 Schedule a 30 Minute Call

Click Here to Schedule

Still Have Questions? Keep Reading...

What makes Awaken Wealth different?

A dedication to evidence-based advice, building modern financial tools, and providing full transparency. There are three really important things about our firm that separate us from others:
‍1. All we do is retirement planning. We are retirement specialists with a simple goal of making sure you don't run out of money.
‍2. We limit the number of new clients we take on to deliver massive value and personalized service.
‍3. We invest in industry-leading technology to simplify our clients' lives and make retirement easy.

Do I have any firm-specific risk to having my money at Awaken Wealth?

No. Your financial assets are registered in your name and custodied with CI Investment Services (CIIS); a wholly-owned subsidiary of CI Investments; and insured by the Canadian Investor Protection Fund (CIPF)

Do you have account minimums?

We work best with those families with retirement assets over $500,000, but we're always open to having a conversation and working with good people.

How does Awaken Wealth make money?

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Your Free Retirement Analysis

We are Retirement Planning Experts and Do Our Best Work With:

45+