Robert Hurdman, CFP
@quietwealth.ca
I am a Certified Financial Planner who is committed to providing insightful, unbiased advice to Canadians who want to enjoy retirement on their terms, without worrying about money. Mutual funds are offered through Investia Financial Services Inc.
This is the #1 conversation I have with retiring clients. For many, taking CPP/OAS at retirement is a strategy to de-risk their retirement. It provides a guaranteed floor of income, allowing them flexibility with their portfolio. Sometimes the best financial plan is the one that reduces worry.
October 9, 2025 at 6:56 PM
This is the #1 conversation I have with retiring clients. For many, taking CPP/OAS at retirement is a strategy to de-risk their retirement. It provides a guaranteed floor of income, allowing them flexibility with their portfolio. Sometimes the best financial plan is the one that reduces worry.
I'd be interested in hearing more about the situation that you are looking for advice about. I specialize in lifetime income, but only have limited experience with disability planning. Would you be open to having a brief conversation by phone or over coffee?
August 27, 2025 at 12:49 AM
I'd be interested in hearing more about the situation that you are looking for advice about. I specialize in lifetime income, but only have limited experience with disability planning. Would you be open to having a brief conversation by phone or over coffee?