Trusted Financial Guidance for Your Future
Schedule a Finance Consultation
Office Appointments
Mon - Thurs: 9am - 5pm
Fri: 9am - 3pm
Evenings and Weekends by appointment only
Schedule a Consultation
We’re available to discuss your goals and financial plans.
Our Location
Serving all of Ontario and Canada.
What Are Your Life Goals?
At Happy Retirement Canada, we understand managing wealth goes beyond numbers; it's about securing your financial future and realizing your dreams. As a leading provider of comprehensive financial services, we're dedicated to helping individuals, families, and businesses navigate the complexities of finance with confidence and clarity. Whether purchasing a vacation home, funding a grandchild's education, or supporting philanthropic endeavours, we align your finances to make these a reality.
Client-first Philosophy
Expertise & Experience
Honesty & Integrity
A Holistic Approach to Finances
Expertise
Our company is experienced in financial advising and brings a wealth of knowledge and expertise to the table. Whether you're seeking investment advice, retirement planning, estate planning, or risk management solutions, we have the skills and insights to guide you every step of the way.
Personalized Solutions
We recognize each client has unique financial goals. We take a personalized approach to financial planning, tailoring our services to meet your specific needs and objectives to create a customized strategy to help you achieve your goals.
Comprehensive Services
From wealth management and investment advisory services to retirement and estate planning, we offer a comprehensive range of services to address all aspects of your financial life. We ensure every aspect of your financial well-being is taken into account.
Transparency and Trust
Transparency and trust are at the core of everything we do. We believe in open and honest communication and are committed to providing you with clear, straightforward advice you can trust. We always have your best interest in mind when providing financial advice.
Exceptional Service
We pride ourselves on delivering exceptional service to every client, every time. Whether you have a question about your investment portfolio, need assistance with tax planning, or simply want to discuss your financial goals, our team is here to help.
Trusted Advisors
Managing your wealth on your own can be a daunting task. Even knowing where to start can feel overwhelming. Our commitment to your success is reflected in our promise to act as your ally and trusted advisor in the world of financial planning.
Retire With Peace of Mind
We’ll Help You Achieve and Do the Things Important to You.
