You've worked hard to build wealth.
Now it's time to steward it.
As retirement gets closer, financial decisions carry more weight.
The future feels uncertain. Taxes loom large. And you wonder how to leave not just money, but values, to the next generation.
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You're unsure if your retirement savings will truly be enough.
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You're worried about taxes eating away your estate.
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Multiple properties and investments creating complexity and stress.
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You hope to leave more than wealth — to pass on values, generosity, and impact.
Protect what you've built.
Steward your legacy with wisdom.
At Rise Above Finance, we believe retirement is more than income and estate planning is more than taxes. It's about living with freedom today and leaving a legacy of purpose tomorrow. Through our signature Rise Above Process, we act as your financial family doctor — diagnosing gaps, prescribing strategies, and walking with you to steward your wealth wisely.
Key Topics We Cover
Every client starts with our signature intake process — a financial health check-up. Together, we cover all the areas that matter most as you prepare for retirement and beyond:
Retirement Income Planning
Align pensions, RRSPs, TFSAs, and corporate accounts so your money lasts — with margin to enjoy today.
Tax-Efficient Withdrawals
Minimize lifetime taxes with smart withdrawal orders, dividends, and income-splitting — keeping more for your family and future.
Succession & Property
Simplify transitions for businesses or properties, reducing stress and ensuring your life’s work becomes a blessing, not a burden.
Estate Analysis
Will & POA Review
Investment Management
Assess estate taxes and liabilities, and apply strategies, including insurance, to reduce burdens and preserve wealth for your family.
Review wills, powers of attorney, and beneficiaries to ensure your wishes are clear and your loved ones are cared for.
We partner with world-class Portfolio Managers to align investments with your goals and your values.
Generosity & Legacy
Integrate giving into your plan through charitable bequests, or donor-advised funds — passing on values as well as wealth.
Why It Matters
Retirement and estate planning aren't just financial check lists — they’re acts of stewardship. With the right strategies, you can live generously, protect your family, and pass down more than wealth: you pass down values, faith, and purpose.
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Retire Confidently
Clarity that you have enough, and a plan that lasts.
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Protect Loved Ones
Ensure your family avoids stress, conflict, and costly mistakes
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Keep More
Tax-smart strategies that protect what you've built.
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Leave A Legacy
Pass on values, generosity, and impact that outlast generations.
