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.
You've done a lot right. But a few unanswered questions are taking up more space.
You're not behind. You're not reckless. You've been working, saving, and building — for decades. But somewhere in your 50s or 60s, a quiet question starts to echo:
"Is what I've built actually enough?"
That uncertainty isn't a sign you've failed. It's a sign you've outgrown the approach that got you here. The next chapter requires a different plan.
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.
We've seen what happens when people arrive at retirement without the right plan. We've also seen what it looks like when they arrive fully prepared. That gap is why we do this work.
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.
Whether you need a complete plan or a straight answer to one specific question — we have a path for you.
We build your complete retirement strategy — income, tax, pension, insurance, and estate — coordinated around the life you want to live. Five movements. Approximately seven sessions. Ongoing.
You have one specific question with real money on the line. You want a straight answer from a CFP® — without signing up for an ongoing relationship.
Patricia came in for general retirement planning and did not know she had two years left to make a decision that would change everything — for her and for her son.
A DB pension commuted-value window was closing, three accounts sat at three institutions, and two advisors had never spoken to each other. Nobody had ever looked at the full picture at the same time.
Sébastien and Lise had saved well and retired on schedule — but without a drawdown strategy, they were spending conservatively out of fear and unsure whether they could afford the retirement they'd actually planned for.
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.