Hi, Trevor here, I am excited to take a moment to inform you about our new PLAN A.

Trevor Wright

When it comes to retirement, people follow common stages:

  • Work to maintain income and lifestyle
  • Contribute to the Canada Pension Plan
  • Have a savings plan if they don’t contribute to the CPP (or enough)
  • Retire and live mostly off savings and some CPP
  • Eventually like everyone else they die

There are problems with this:

  • What if you don’t contribute enough?
  • What if you don’t contribute at all? (for self-employed individuals)
  • What if you die before you receive the CPP, after contributing large amounts?

Wright Wealth has the solution:​ PLAN A​

PLAN A takes the regular amount of CPP contributions a self-employed individual would contribute - which is $5500 per year - and directs it into a fund that is guaranteed for you and your family while you’re alive, working, retired AND when you pass away.
Yes, our PLAN A can do all this!

What do you get from ​PLAN A​?

  • Guaranteed cash funds when you need it
  • Guaranteed minimum withdrawals every year in retirement
  • Unlike RRIFs or RRSPs you are not forced to make withdrawals
  • Guaranteed piece of collateral for any future loans
  • Guaranteed funds for you, your spouse and your family
  • Funds available while you’re alive and when you pass away
  • A better investment and cash fund than you’d get with banks, loans or the government.
Plan A wealth building
PLAN A benefits

How does ​PLAN A​ work? Easy!

  • We check what your retirement plans are
  • We see if you’re on track
  • We make sure you’d benefit from PLAN A’s guarantees
  • We decide how much cash you’ll want
  • We determine how much money you’ll want in retirement
  • We determine the amount of funds you want available for your family or beneficiaries when you pass away
  • We set up your PLAN A, easy!

​Give yourself cash when you need it most, protect yourself and secure your family with PLAN A.

The information provided by Wright Wealth Financial Services and other sources on this website is believed to be accurate and reliable at the time of posting, however, we cannot guarantee it is accurate or complete at all times. The information provided is subject to change at any time without notice to users and the information on this site may not immediately reflect such changes. The information on this website is for information purposes only and is not intended to provide legal, accounting, tax, specific investment or financial advice and should not be relied on in that regard.