Retirement Readiness Checklist: 25 Red Flags DIY Investors Miss
A 10‑minute audit for Canadians 50–70 who are approaching or in retirement.
Spot gaps in your income, tax, investment, estate, and contingency plans before they become problems.
Who it’s for:
Canadians roughly 50–70
Approaching retirement or newly retired
With meaningful savings (RRSPs, TFSAs, non‑registered accounts) and a paid‑off or nearly paid‑off home
Who want a clear, coordinated retirement plan – not just product pitches
What’s Inside:
Income & Government Benefits (CPP, OAS, pensions)
Tax & Withdrawal Strategy
Investment & Risk Management
Estate & Legacy Planning
Insurance & Contingency Planning
What Happens After You Download It
When you request the checklist, we’ll email you:
The Retirement Readiness Checklist: 25 Red Flags DIY Investors Miss (PDF)
A short series of emails that expand on some of the income, tax, investment, and estate questions in the checklist and give you ideas to consider
If, as you work through it, you decide you’d like more than a checklist – for example, a professional second opinion on your retirement income and tax plan – those emails will also explain how our 60‑minute Retirement Plan Review works for Canadians 50+ and how to book a short Introductory Call. There’s no obligation; the checklist is useful on its own.
Enter your details below to get the free checklist delivered by email.
We’ll email you the PDF and a short series of explanations on how to use it. No spam, no sales pressure.
Our Process
Intro Call
Book a 15‑minute Intro Call (fit + expectations)
Retirement Plan Review
Do the 60‑minute Retirement Plan Review (diagnostic) — $400 + HST, payable only if you feel the insight was worth far more than the cost
Move Forward
Decide whether to move into full planning or AUM services
The Review is $400 + HST. We ask you to pay only if, after the session, you feel the insight and clarity were worth far more than the cost.
Please enter your name and details below to get started. Once you complete this form, you’ll be able to choose a time for your 15‑minute Introductory Call.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Matthews + Associates is an investment adviser registered with the Securities and Exchange Commission (SEC ). *Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Matthews + Associates or any person associated with Matthews + Associates has achieved a certain level of skill or training. Important Disclosure Information | ADV 2A | CRS