Everything here is built for one purpose — helping Canadians in their 50s and 60s make better financial decisions about retirement.
With a DB pension decision approaching and three disconnected accounts, David and Marcy had never had anyone look at the full picture at the same time. They came in not knowing if they were on track. They left with a retirement date.
They'd saved well and retired on schedule — but without a drawdown strategy, they were holding back from the trips and experiences they'd worked for. Not because they couldn't afford them. Because nobody had told them they could.
High income, strong savings rate — but no estate plan, over-insured on permanent life, and no strategy connecting their corporation to their personal retirement. A colleague's sudden death at 51 brought the questions into focus.
Verbatim reviews from Google Business and previous client platforms — from clients of both Seun and Zach.
We'll send you the schedule as soon as dates are confirmed — no spam, just the sessions.
The self-directed retirement planning platform. Model your timeline, optimize CPP and OAS timing, and build a tax-efficient drawdown strategy — on your schedule, without advisor pressure. $14.99/month.
Explore Odyssey ONE ↗Get instant answers to retirement planning questions from a CFP®-trained AI tool. Covers CPP, OAS, RRIF, TFSA, pensions, estate basics — and flags when your question needs a real advisor.
Try Ask a CFP ↗A free self-assessment for Canadians 10–15 years from retirement. Five areas, ten minutes, a plain-language read on where your preparation has gaps — before you speak to anyone.
Get the free checklist →A free 10-question assessment for Canadians already in retirement. Covers drawdown sequencing, CPP and OAS optimization, tax efficiency, spending confidence, and survivor planning.
Get the free checkup →One free conversation with a CFP® — no pitch, no commitment. Just an honest read on where you are and what a coordinated plan would change.
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