Expert Canadian financial planning for travelers and retirees. Navigate your CPP, OAS, and international retirement strategies with confidence, wherever your journey takes you.
Canadian Focused
Secure & Trusted
Proven Results
Your trusted partner in Canadian travel and retirement planning
Travell Journey Financial has been helping Canadian travelers and retirees navigate their financial planning journey for over two decades. Our team of certified financial planners specializes in Canadian pension systems, international tax strategies, and travel-friendly retirement planning.
We understand the unique challenges of managing finances while traveling or living abroad during retirement. From maintaining Canadian benefits to international tax optimization, our personalized approach ensures every client receives a tailored plan for their adventure-filled retirement.
Comprehensive financial planning solutions for your retirement needs
Maximize your Canada Pension Plan benefits with strategic timing and contribution planning. We help you determine the optimal time to start receiving CPP payments.
Navigate Old Age Security benefits, including GIS and allowances. We ensure you understand eligibility requirements and optimize your application timing.
Develop tax-efficient savings strategies using RRSPs and TFSAs. We create personalized investment plans that align with your retirement timeline and risk tolerance.
Protect your legacy with comprehensive estate planning services. We help structure your assets to minimize taxes and ensure smooth wealth transfer to beneficiaries.
Comprehensive insurance and risk assessment to protect your retirement savings. We evaluate life, disability, and long-term care insurance needs.
Minimize your tax burden in retirement with strategic income planning. We help structure withdrawals from various accounts to optimize your tax situation.
See what our clients say about their experience with Journey Financial
"Journey Financial helped us navigate the complex world of Canadian pensions. Their expertise in CPP optimization saved us thousands in potential lost benefits. Highly recommended!"
"The team's knowledge of RRSP and TFSA strategies is exceptional. They created a personalized plan that perfectly fits our retirement goals and risk tolerance."
"Professional, knowledgeable, and truly caring. They took the time to understand our unique situation and provided comprehensive estate planning guidance."
Ready to start planning your financial future? Get in touch with our experts today.
1250 René-Lévesque Blvd West
Suite 2200
Montreal, QC H3B 4W8
(514) 555-0123
Monday - Friday: 9:00 AM - 5:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed