You shouldn't have to guess at the outcome of a lifetime of work.
Odyssey Wealth helps Canadians in their 50s and 60s build a retirement plan they can actually count on — so you stop guessing and start living with confidence.
Most financial firms start with products. We start with your life. The industry's approach to retirement planning wasn't built around you — and the gaps it creates are permanent.
CPP timing. Pension elections. RRIF drawdown. Estate structure. Most Canadians make these decisions without a complete picture — and they can't be undone.
See the decisions that matter mostAt Odyssey Wealth, we work specifically with Canadians who are 15 years or less from retirement. People who've built something real and want to make sure they don't leave money on the table, pay more tax than necessary, or arrive at retirement without a strategy they believe in.
No guesswork. No jargon. A clear path from where you are to where you want to be.
A 60-minute conversation to understand where you are, what you're trying to protect, and whether we're the right fit. No pitch. No pressure. Just clarity.
We build your complete retirement strategy — income, tax, pension, insurance, estate — in focused planning sessions. Every decision flows from your life goals, not a product menu.
Your plan stays alive. Two semi-annual reviews every year, proactive updates as life changes, and an advisor in your corner for every major decision.
You know your income. You know your tax position. You made the CPP decision and you know it was right. The question that kept you up at night has a real answer — built on your actual numbers.
Year three of retirement and you're not watching every dollar. The plan said this was possible. It was built on your life, not a rule of thumb, and it's holding.
Pension election. RRIF conversion. Estate structure. Every irreversible call was made with a complete picture and two CFP®s in your corner. There's nothing left to second-guess.
Robert had already decided: he was taking CPP at 61. His father died at 68. His grandfather at 71. He wasn't going to collect nothing. The numbers, when we finally ran them, said something different.
Winston built the wealth. Yvonne managed everything. When she died, he had a shoebox of statements and no idea where to start. Here's what we found — and what we fixed before it became his children's problem.
Diane had never lost money in thirty years of investing. Two years from retirement, one question about what happens when you draw down during a downturn changed her entire portfolio structure — and confirmed her retirement date.
One conversation. No pitch. Just an honest look at where you are — and what it would take to get you where you want to be.
Free 60-minute call · No commitment · In-person across the GTA or virtual across Canada