Steve Goetz, BSc, MBA, CMA, IMA, is the Chief Retirement Architect at RetirementIncomeU.com.

In addition to formal education and professional designations, Steve is fully licensed and a member in good standing of all associated regulatory authorities, including the Financial Services Regulatory Authority of Ontario (FRSA; see Agents Licensed in Ontario (https://alias2a.fsco.gov.on.ca/agents.aspx) then search for my licence # 05089770).

Since 2005, Steve has worked closely with professionals, business owners, executives and their families to provide comprehensive and innovative retirement income knowledge and solutions, taking into account their assets, retirement goals and their values, enabling them to achieve financial peace of mind and retire the way they want.

Note: the information on this site is for educational purposes only and is not specific financial, accounting, investment, legal or any other professional advice. Please contact your own professional(s) for information and advice for your specific circumstances.