GROWING YOUR 🇨🇦 FAMILY'S FINANCES FOR 25 YEARS
How Will YOU Live in Retirement?
FIND OUT!
Watch the Webinar on Demand for the keys to YOUR financial future
Could YOU run out of money in Retirement?
GET YOUR FREE RETIREMENT SCORE
One Family's Story
Here's how our most recent Retirement Score family, a typical Canadian middle-income family, transformed their future
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More to Spend in Retirement
The family will have 30% more to spend in retirement--over $300,000 extra!
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Over 60% Less Tax Paid
Projected taxes in retirement reduced from $690,000 to $250,000
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Legacy Increased
Estate for their loved ones and charities increased by 23%
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Retirement Security
No concerns about running out of money; protected from increased taxes, interest rate changes, or falling markets
25 Years of Experience Helping Canadian Families Transform Their Future
We've helped hundreds of Canadian families build a better life.
Behind the vision and system of The Simple Plan, Brad MacBeth brings 25 years of experience in licensed personal finance, planning, and education. His vision has led to the development of this powerful plan built for Canadian families.
Brad helps everyday families navigate their financial future through their Retirement Score. Financial security for today, investments, retirement income, tax minimization, life insurance, and leaving the best estate possible for your loved ones and causes.
What people say:
“Everyone was great and super friendly--you all do a great job. I'll be able to enjoy my retirement without financial worries."
"The Simple Plan's personalized approach and clear advice made all the difference. Such amazing support and wonderful guidance when it came to help me transfer my funds. I would not have been able to do it without all the help I received."
"The Simple Plan has exceeded my expectations with their expertise and care."
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