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Take The First Step in Creating a tax-smart Retirement Plan. 

It all starts with our Fundamental Retirement Plan Process

How do I turn my nest egg into a pay cheque?

Retired or close to it?

How do I reduce my taxes today and during retirement?

Are my investments suitable?

Free E-Books That Will Change Your Financial Life

25 Tips to Navigating Retirement

10 Questions to Ask When Hiring an Advisor

4 Vital Strategies to Maximize CPP & OAS

6 Things to Include in your Will

Retiring in Uncertain Times - The Dos & Don'ts

Next Steps After Losing a Loved One

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Michael Isbister has been my financial advisor for over 10 years, and not once has he steered me wrong or taken longer than a few hours to get back to me on any request. He's always available for a quick chat, truly cares about his clients, and I trust him with our financial future. Highly recommend!

Scott & Tara

Having a professional like Richard Kilburn managing my finances gives me peace of mind. He is highly qualified in all aspects of the financial world. He treats each client as his one and only. He has a specialty selected support staff. I highly recommend this company for the new investor to the retiring investor.

Erna & Bill

Navigating retirement is always a challenge but Theresa Hrynkiw at Fundamental Wealth has prepared us well. She's provided expert guidance from day one and has made the journey to retirement informative and fun - Thanks Theresa!

Linda & Jerry

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CFP® Professionals helping the retired and nearly retired:

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Lower Taxes in Retirement

Manage Investment Risk in Volatile Markets

Create Tax-Efficient Income

Fundamental Wealth Team

Discover Our Podcast

Retirement planning strategies for Canadians,
delivered in plain English.

Our Investment Philosophy

To help you get the most out of you retirement nest egg by keeping costs low, minimizing taxes and staying disciplined while utilizing an evidence based approach.

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