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Trusted Across Canada

CadsForRetire

Securing Your Future, One Fund at a Time. Personalized retirement planning for every Canadian.

Our Journey to Your Secure Retirement

Over a decade of dedicated service to Canadian retirees.

2010

Founding Vision

CadsForRetire was founded with a clear mission: provide transparent, reliable, and personalized pension advice to Canadians from coast to coast.

2015

Growing Our Expertise

Expanded our team of certified financial planners with deep expertise in RRSP, TFSA, CPP, and provincial pension strategies.

2020

Digital Transformation

Launched our secure online portal so clients across Canada can access portfolios, reports, and book consultations in minutes.

2023

Award-Winning Service

Recognized as a leading retirement planning firm in Canada for client satisfaction and innovative wealth strategies.

2025

Your Retirement, Our Priority

Continuing our commitment to help Canadians achieve a comfortable, dignified retirement with tailored advice and ongoing support.

Our Expert Services

Professional guidance tailored to your retirement needs.

Pension Fund Review

Comprehensive analysis of your RRSP, TFSA, and workplace pension to identify growth opportunities and reduce risk.

Retirement Planning

Tailored strategies to reach your retirement goals — budgeting, investment advice, and CPP/OAS withdrawal planning.

Ongoing Support

Continuous monitoring and adjustments to your financial plan, evolving with your life and Canadian market conditions.

Our Flexible Consultation Plans

Choose the right plan for your retirement journey.

Starter Consultation

$199
  • Initial 1-hour consultation
  • Basic fund review
  • General advice on RRSP & TFSA
  • Digital summary report
Get Started
Most Popular

Premium Planning

$499
  • 2-hour in-depth consultation
  • Detailed fund optimization
  • Personalized retirement roadmap
  • Annual review & adjustment
  • Priority email support
Get Started

Executive Package

$999
  • Unlimited consultations (1 year)
  • Advanced portfolio management
  • Estate planning integration
  • Dedicated financial advisor
Get Started

Client Success Stories

Real results from real Canadians we've helped.

The Henderson Family

Pension Optimization

The Henderson Family

Sarah's Early Retirement

Retirement Planning

Sarah's Early Retirement

David's Investment Strategy

Wealth Management

David's Investment Strategy

The Miller's Retirement Income

Income Planning

The Miller's Retirement Income

Emma's RRSP Consolidation

Registered Plans

Emma's RRSP Consolidation

Young Professionals' Head Start

Early Planning

Young Professionals' Head Start

2,000+
Happy Clients
$5M+
CAD Managed
10+
Years of Experience
96%
Client Satisfaction

Get Your Personalized Consultation

Ready to secure your retirement? Fill out the form and we'll get back to you within 24 hours.

Or call us directly:

+1 416-927-7423

Our Address:

291 Augusta Ave, Toronto, ON M5T 2M2, Canada