A New Stage of Life Requires New Strategies

As you are nearing and into retirement, it becomes essential to coordinate with government pensions, align your investments to produce income that is stable and dependable, and minimize costs and taxes.

Investment Income

When your goal shifts from growth to income, your investments need to prioritize stability and income, while keeping pace with inflation.

Tax Efficiency

Strategies for orderly withdrawal can minimize taxes and costs, helping to ensure you don't have to worry about running out.

Guarantees

Guaranteed income provides peace of mind, and needs to be balanced with investment growth and inheritance wishes.

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Robert Hurdman, CFP®, CIM®

People who have worked hard and saved for years deserve to enjoy freedom in retirement, without the threat of having to return to work or the worry of running out of money before they run out of time.

I have over 15 years of experience creating plans that will protect investments during market uncertainty. My main focus is on creating stable, dependable retirement income, while minimizing taxes. I love finding good ideas and figuring out how they can be applied in each client’s unique situation.

I strictly limit the number of client families I serve. My clients benefit from regular conversations or meetings, where we ensure their plan is on track. We also respond to changes in their life, in the tax code or in the economy.

I hold a B.A. and an M.Ed. in addition to my CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Investment Manager (CIM) designations. I have worked as an independent financial advisor in Calgary, advising clients of every age and family background. I also take time to train and educate fellow financial advisors. When I’m not working, you’ll find me swimming at the pool, hiking in the mountains or spending time with my family, preferably over good food.

Ready to to enjoy freedom in retirement?

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