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“We Do Not Sell Financial Products”


What do these companies know that your company doesn’t?

University of Waterloo

I wanted to take this opportunity to thank you for your professional demeanor, your patience in getting your retirement transition program on board, your guidance and your advice to make our first program successful.

University of Waterloo

We have now completed running your retirement education and transition program for the third time over the past three years. I want you to know that we have received very positive comments and feedback not only about the value and usefulness of the program but also about the professional and friendly manner in which you delivered it to our members.

United Association, Local 527

I would like to take this opportunity to extend my sincere thanks to you for assisting us in the development and rollout of a pre-retirement workshop for Syngenta employees and their spouses.


We wanted  to take a moment and thank you and the Retirement Education Centre Inc. for the retirement workshop you presented to our employees in October.

National Silicates

On behalf of the Regional Municipality of Waterloo, I would like to sincerely thank you for providing such a unique pre-retirement program for our employees and their spouses.

Region of Waterloo

Similar to many organizations in the marketplace, Mennonite Savings and Credit Union has an aging employee demographic, many of whom are on the cusp of retirement. Retirement as a life stage brings a spectrum of emotions varying from excitement to anxiety as well as questions about future options.

Mennonite Savings and Credit Union

Av, another successful session of the Personal Retirement Education Program has been completed at our head office locations in Toronto and Kitchener/Waterloo. You have developed a very professional program with excellent delivery, organization and an atmosphere that encourages participation.

Manulife Financial

Although many of us plan to retire early, enjoy a new lifestyle and be our own boss with no more nine to five, it doesn’t always work out the way we envision. During the workshop you took us through the planning stages, encouraged us to make changes, adjust our saving, expectations and goals and to become more realistic in moving towards retirement rather than away from work. Your relaxed, humourous demeanor, created a special atmosphere that encouraged participation.

Energizer Canada

We’ve just completed the first session of the retirement planning program, which introduced several employees and their spouses to the concept of the “new” retirement. Feedback from the session was very positive and exceeded expectations.

Aegon Canada

Thank you for your recent delivery of your Retirement Education and Lifestyle Transition Planning program.

Stratford Festival of Canada

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