You might be closer to your dream retirement than you think.

We've helped hundreds of couples like you find their path to a comfortable and confident retirement.

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About

With our expert financial planning services, we help Canadians aged 45-65 create a clear retirement roadmap—so you can stop worrying about 'when' and start planning for 'how soon

Customer story

“We would've still be working if it wasn't for the plan Wealthverse implemented for us”

Bob & Karen

Alberta, CA

+34%

Increase in probability of retiring earlier after working with us

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Join the success stories

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“John and Linda came to us thinking that they needed to work until they were at least 65. After reviewing their complete financial picture, we helped them design a retirement plan that let them start their dream life - 15 years earlier than expected.”

Afsha Butt, BSc, QAFP

Wealth Strategist, Founder & CEO

What we do

We help you discover your real retirement timeline

Live your life by design!

Understand exactly where you stand today.
Design a retirement that fits your dreams
Protect your wealth, by making it work for you
Identify your choices and flexibility for your future

I want this!

Frequently asked

What if I haven’t saved enough?

We work with you to maximize your resources and explore options like phased retirement, investments, and tax-efficient withdrawals.

Do I have to buy products or investments from you?

No. We offer fee-for-service financial planning packages, meaning we provide objective advice with no sales commissions.

How do I know if I’m a good fit?

If you're between 50-70 and thinking about retirement, we can help assess your readiness and create a plan that works for you.

Ready to retire earlier? Click here.

Process

The simple process behind our success

01

Listen & Learn

We begin by diving deep into your financial vision and goals. This isn’t a one-size-fits-all approach—we get to know you, your needs, and the aspirations that drive you.

02

Design Your Strategy

With your unique vision in mind, we design a customized plan. From investments to growth strategies, we make sure every recommendation supports your goals and values.

03

Bring It to Life

We put the plan into action, with continuous guidance and adjustments as your life evolves—so your path to wealth is always aligned with your future.

We implement the right plan for you

A plan that gives you choice and flexibility over your retirment

Book a Call

We know your journey is unique. Let’s get to know your goals and start building a financial path that brings clarity and confidence.

Book a Call

Real People Real Stories

Most people put off financial planning—but taking that first step can transform everything. See how our clients took charge of their financial futures.

Read their stories