Retire with Confidence
Get Independent Retirement Advice From a Fee Only Financial Planner
Evans Retirement Planning in Winnipeg specializes in helping Canadians across the country create secure retirement plans
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Benefits of Hiring a Financial Planner:
Help with Big Financial Decisions: Maximize your pension, government benefits, and investments while minimizing taxes and risk.
Plan to Retire Early: Time is our most precious resource. Create your retirement plan and find out when you can afford to retire.
Increased Peace of Mind: Gain confidence by having an unbiased expert guide you through the complexities of retirement.
Learn more about the benefits of creating a written financial plan…
Jason Evans | Certified Financial Planner®
Hi, I’m Jason.
As a financial planner, I specialize in helping Canadians make the transition into retirement. Planning to retire can be stressful, and it gives me great satisfaction to help clients navigate this change with confidence.
I first became aware of the stock market at the age of 15 when my mom told me that we could lose our house. At the recommendation of her investment advisor, she borrowed money against our house to invest. Unfortunately, the dot-com crash of 2000 began only a couple months later. Over the next few years, her investments steadily dropped in value.
My mom was a widow with two kids and hardly any investment knowledge. She relied on the expertise of her advisor. However, the advisor received a large commission from the sale of the mutual funds. This created a conflict between what was best for my mom, and what was profitable for the advisor.
This experience left a profound impact on me, which is why I value the unbiased nature of being a fee-only financial planner.
Our Retirement Planning Services
Retirement Assessments
Are you within five years of retiring and want clarity about your future income? The Retirement Assessment service is tailored for individuals and couples like you, helping you make well-informed decisions to create an action plan for the next chapter of your life.
Comprehensive Retirement Plans
For Canadians who would like more assistance or have complex financial planning needs. This is the best choice for business and rental property owners or those with estate planning complexities.
Retirement Transition Support
The five years before and after retirement are the most crucial for ensuring a secure financial future. Retirement Transition Support is available for clients after the completion of a Retirement Assessment or Comprehensive Financial Plan.
