For 12 years, Jim was a conventional financial advisor licensed to sell mutual funds, GICs insurance and other financial products.

Since 2007, he gave up his license and as a result, no longer sells financial products. Today he works with clients through his company called the RETIREMENT THINK BOX. His only concern is to deliver top quality retirement plans and exceptional retirement advice. For that he simply charges for his time, which removes any potential conflict of interest that can stem from selling financial products. Jim provides a money back guarantee if you are not satisfied with the work and advice he provides.

Some of his retirement planning services include:

1. How Much is Enough - how much do you need to save for retirement?

2. Retirement Lifestyle Planning - what does retirement look like to you?

3. Retirement Income Mapping - developing a retirement income strategy

4. RRSP Maturity Options - what to do with your RRSPs when you retire?

5. Government Benefit Consultation - learn about Canada Pension Plan and Old Age Security

7. Pension Income Maximization - what to do with your pension money?

8. Pension Option Consultation - making smart decisions on your pension plan

9. Severance Package Analysis - making sense of your severance or retirement package

10. Retirement Tax Planning - planning to keep more money by paying less tax

11. Portfolio Check-Up Service - get a second opinion on your investment porfolio

12. Estate Planning Check-Up - help you to plan, organize and communicate your estate affairs

We’ve got the tools, knowledge and experience to make retirement better and happier. We are the retirement experts. Contact The Retirement Think Box for any of your retirement needs This e-mail address is being protected from spambots. You need JavaScript enabled to view it