Live Fully. Retire Confidently.
Good financial decisions start with a clear plan.
We take a planning-first approach to retirement, helping you understand where you stand, what matters most, and which decisions can have the biggest impact on your future. From there, every recommendation is built around your goals, your priorities, and the life you want to create.
Step 1:
Cedar Point Pathway
Retirement gets easier when you know where you stand.
The Cedar Point Pathway is a straightforward retirement planning process for Canadians over 45 who want to know if they’re on track and what they should do next.
We’ll help you understand how much you can afford to spend, when you can retire, how to draw income efficiently, and what adjustments could improve your plan.
You’ll leave with a clear roadmap for retirement, practical recommendations, and greater confidence in the decisions ahead.
The Cedar Point Pathway starts at $3,250 + tax for individuals and $4,000 + tax for couples.
Step 2:
Cedar Point Partnership
Your financial plan shouldn’t sit on a shelf.
With the Cedar Point Partnership, we help put the strategies from your Pathway into action and keep them working as your life evolves.
We’ll manage your investments using low-cost, evidence-based strategies, make portfolio changes when needed, and proactively review your financial plan with you over time.
You’ll have an experienced team that knows your situation, keeps an eye on the details, and is available when questions or decisions come up.
The goal is simple: give you confidence that your investments and financial plan continue working together, without having to manage everything yourself.
Mutual funds and ETFs provided through Sterling Mutuals Inc.