Free Guide - INSTANT DOWNLOAD
Is my retirement income ACTUALLY on track?
How do I pay myself consistently and tax efficiently, for the next 25 to 30 years?
Andrew Masson has spent over 25 years helping Canadians answer exactly that question.
This free guide shares the framework he uses with clients every day. It covers income sequencing, tax strategy, CPP timing, and the estate documents that hold it all together.
Turn savings into a Retirement Paycheque that lasts.
Why This Matters:
Most people retire with a mix of income sources but no clear strategy for how they all work together. Without a plan, even a healthy nest egg can be depleted, leave you with an unexpected tax bill, or fail to hold up when markets shift or life changes.
The difference between a retirement that feels secure and one that feels uncertain often comes down to one thing:
having a layered income strategy that is built to last.
What You'll Get:
The 3-Layer Income Strategy, a proven framework for organizing your income sources so nothing gets left to chance.
A self-scoring Retirement Income Readiness Resource so you know exactly where you stand today.
Key questions to ask about CPP, OAS, RRIFs, TFSAs, and tax efficiency.
A personal reflection and action plan to clarify your priorities and next steps.
Andrew Masson is the founder of Masson Wealth Management, where he's spent years guiding successful families through life's biggest financial transitions — from retirement and business sales to divorce and estate planning. He believes every change is an opportunity, and specializes in turning financial uncertainty into a clear, personalized roadmap forward.
Richardson Wealth Limited is a subsidiary of iA Financial Corporation Inc. and is not affiliated with James Richardson & Sons, Limited. Richardson Wealth is a trade-mark of James Richardson & Sons, Limited and Richardson Wealth Limited is a licensed user of the mark. Richardson Wealth Limited, Member Canadian Investor Protection Fund.