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(905) 508-2545 OR 1-888-864-2221

My name is Natalie Fletcher. My dedication is to help clients to live their dream, by taking complexity out of financial planning and helping them to Retire Sooner.

We would all love to retire Happy…… and preferably Sooner…but our future financial security will be affected by decisions we make today.

Retirement - is one of the most important milestones we face in life. What does Happy retirement mean to you? Is it financial security? Is it – stop working and change of life style? Is it start your own business or your dream home on the lake?.. Regardless of the meaning it is very important to have a PLAN.

We will all go through the retirement stage either Happy or Unsatisfied, which will all depend on the individual. Through the years of experience with my clients, I found that Happiness in retirement is not necessarily a reflection of the amount of money one has, but clarity and certainty of the future.

Simple and realistic PLAN is the key to Retire Happy, Retire Sooner. We tend to make 95% of our decisions emotionally and then justify them logically, which very often prevents us from making the proper choices when it comes down to financial decisions.

The Plan should start with You in mind and gathering info which will eventually help answer the most common questions:When is the best time to retire;Will I have enough money;Tax implications in regards to my pension options; How to invest my portfolio based on my planned retirement.

When you set a realistic date for retirement and follow just a few simple steps that are tailored to Your specific retirement needs – you may realize that you can Retire Happy Sooner than you first thought.

You may have heard that “Proper Planning and Preparation Prevents Poor Performance”.

As mentioned before, I dedicate all my efforts to help clients - provide them with tools and information which will help to mold custom retirement plans. Financially speaking – minimizing taxes, managing your portfolio risk and making suitable pension choices will remove many uncertainties from your retirement which will translate to peace of mind and Retire Happy Sooner.

Take control of your financial Freedom.
Call Natalie Fletcher at (905) 508-2545

"To reach a port, we must Sail ---- sail, not tie at an anchor --- Sail, not drift." - Franklin D. Roosevelt

As per Stats Canada 2007, the number of Canadians aged 55 to 64 — those most likely to be thinking about retirement — jumped by 28 per cent in the past five years to 3.7 million.The sharp increase can be attributed to Canada's aging baby boomers, who account for close to one-third of the country's 32 million people.

Live your Dream

As The Financial Planning Practice – We specialize in Pensions, helping clients to choose the right Strategy & overview all the aspects of clients financial planning. Interest reduction on debt, tax minimization, estate planning and helping to establish income stream through active and passive retirement stages via suitable investments. With some of our Unique strategies our goal remain simple:

Provide our clients with the very best in financial solutions to help them to live their dreams and enjoy peace of mind.

Investment Planning Counsel is a private company partly owned by management and advisors, with the majority of shares owned by IGM Financial, a TSX listed company. IGM Financial is a member of the Power Financial group of companies a key participant in the financial services industry in Canada. Power Financials subsidiaries would include companies such as Investors Group, Great West Life, London Life, Mackenzie Financial Corporation and Canada Life.