Retirement Planning Edmonton
Enough money for the rest of your life is not a destination. It's a journey, and we're your trusted companions in it.
A comfortable retirement plan should do more than maintain your lifestyle; it should protect you from all of life’s curveballs.
Our comprehensive financial planning covers income strategies, healthcare costs, and tax planning.
Home to certified financial planners guiding you through lucrative financial strategies since 1996.
- Trusted Partner
- Clear, Structured Guidance
- Long-Term Wealth Discipline
- Tax & Investment Coordination
Proven Track Record
Experience. Scale. Trust.
Years Experience
Guiding clients through multiple market cycles
Under Management
Assets managed with disciplined, long-term focus
Active Portfolios
Serving individuals, families, and business owners
Client Satisfaction
Built on long-term relationships and trust
Structured Retirement Planning
When you Plan Finances with DW Good Investments, You Get
1. Retirement Snapshot
A retirement readiness snapshot that assesses your current net worth, savings rate and appropriate after-tax retirement income figure to meet your financial goals.
2. Canada Pension Optimization
A plan to decide at what stage of life you can actually tap into the Canada Pension Plan and Old Age Security based on your income needs.
3. Income Plan
A retirement income plan with income streams and monthly numbers.
4. Tax Saving Strategies
A sound tax saving plan using the Registered Retirement Savings Plan, the Tax Free Savings Account, and taxable account plan for the next phase.
5. Routine Plan Review
A routine review of your wealth management plan to ensure everything stays the course of your long-term goals.
6. Withdrawal Order
A withdrawal order plan so you keep more and save the most tax.
How Retirement Pays
Retirement Income Sources we plan around
Your plan usually pulls income from:
- Canada Pension Plan (CPP) and Old Age Security (OAS)
- Employer pensions, Defined Benefit (DB) or Defined Contribution (DC) if you have one {03}
- Registered Retirement Savings Plans (RRSPs) and Registered Retirement Income Funds (RRIFs)
- Locked-in accounts like Locked-In Retirement Account (LIRA) and Locked-In Retirement Income Fund (LRIF)
- Tax-Free Savings Accounts
- Non-registered savings
- Annuities when they fit
The Process
How it Works?
The DWGood Process
Step 1: Connect
Our financial advisor connects with you, listens to your retirement goals, and assesses your spending habits and retirement readiness.
Step 2: Plan
You share key documents that show us your financial situation and risk tolerance. We draft scenarios and tradeoffs accordingly.
Step 3: Review
We guide, not talk you into choosing lucrative investment portfolios that secure your financial future.
Step 4: Grow
Our holistic advisory services provide a rock-solid investment strategy that adjusts to markets, taxes, and all of life circumstances.
What We Do
Services
Focused retirement planning services designed to support income, taxes, and long-term security.
Retirement Income Planning
Turn savings and pensions into a monthly income plan for ongoing support.
CPP and OAS Timing
Pick a start-age strategy based on your current situation and retirement goals.
RRSP, RRIF, TFSA, and Locked-in Planning
Plan contributions now, withdrawals later.
Asset Allocation for Retirement
Set risk management to match income needs and time horizon.
Tax and Estate Co-ordination
Coordinate with your accountant and lawyer for holistic and seamless investment management.
CREDENTIALS
Experienced Advisors.
Focused on Your Financial Well-Being.
Our team combines decades of experience and disciplined thinking to offer independent investment advice. We work closely to understand your goals and provide thoughtful, long-term guidance.
Dan Good
President and Advisor
Michael Good
Financial Advisor
Brian Esler
Investment Advisor
Laszlo Szojka
Investment Advisor
Trish Branter
Investment Advisor
Greg Lindholm
Investment Advisor
Clear. Fair. Transparent.
Fees and how we get paid
We believe in transparency, fairness, and clarity in how we are compensated.
No Sales Fee
100% of your investment amount is actually invested. We do not deduct upfront commission/sales fee.
On-going Management Fees
Our compensation comes from a portion of the fund’s ongoing management fees for servicing your account.
Detailed Fee Structure
Transparency from the word go. We walk you through our fee structure in detail before you commit.
No Exit Penalties
Plan to sell or redeem your investment? We don't charge exit penalties.
Edmonton-Based Advisors
Meet us in Edmonton
Accelerate your financial security, meet us in-person in our Edmonton office.
A local team with decades of experience guiding retirement decisions.
RETIREMENT CALCULATOR
Calculate your Retirement Amount
We believe in transparency, fairness, and clarity in how we are compensated.
Retirement Vision
Strategic savings planning for Canadian professionals. Adjust your parameters to forecast your monthly requirements.
Based on your goals and assumed interest rate, your monthly savings should be:
FAQ's
Frequently Asked Questions
Clear guidance on common retirement planning questions and how we work with clients.
When should I start CPP and OAS?
The right age depends on your lifestyle, health, taxes and income streams.
How do you turn savings into a steady retirement income?
With a holistic retirement plan and experienced financial planning services that review your income streams, not just your withdrawals.
Can we meet in Edmonton?
Yes, we can discuss the best financial products for you based on your realistic goals at our office in Edmonton or even connect over a video or phone call.
Contact us
Get Retirement Ready
Find guidance, expertise and experience at DW Good Investments. Disciplined saving is a step away.