Struggling to plan your retirement income? Wondering how far your money can take you? We’re here to help.

For many couples there are 5+ sources of income in retirement that will need to be coordinated to maximize your income and minimize your taxes. 

Our planning process helps organize investments, pensions, taxes, estate wishes, etc. to visualize where you’re heading and create your retirement income with purpose. 

“Extremely high praise for Tim and his team. Ming and Associates played a major role in my spouse and I reaching a successful retirement.”:

– Sue C
Book a 15 Minute Discovery Call

Concerned about investment returns impacting your retirement?

Investing throughout retirement can be daunting. Uncertainties about market fluctuations, inflation, longevity, and unexpected expenses leaving many feeling overwhelmed and unprepared. 

We specialize in helping retirees navigate these complexities. We deliver a consistent and successful investment experience that will provide peace of mind and in still confidence in your future.

“You can’t discount ‘Peace of Mind’ when investing for your future, and that’s what you get with Ming & Associates.“

– Marc L.
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It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

Contact us to

Start
today

Interested in learning more? Click the link below to book an introductory phone call with our financial planners.

Book a 15 Minute Discovery Call

Our Clients

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.

Elisabeth 

Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.

James