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About Us

With so many options out there, it’s hard to know who to trust with your future. No one wants to accept recommendations that they don’t understand or agree with, let alone having another person or company making decisions for them.

That’s where we come in. We, 123Retire, specialize in helping people just like you plan your retirement and protect what matters most – your family, your lifestyle, and the legacy you leave behind.

We pride ourselves in taking the time to get to know you personally so we can develop strategies tailored specifically for your unique retirement needs and goals. Financial independence isn’t a one size fits all solution.

If you’re looking for transparent, tell-it-like-it-is advice, you’ve come to the right place.

We’re focused on providing you with clarity, wisdom, and partnership to co-create and implement sustainable financial solutions for your future.

Our process answers three simple yet critical questions for you:

  1. What do I get?
  2. What does it cost?
  3. How will you keep me on track?

We wholly accept we can’t be the master of all things, so we do the next best thing: we collaborate with a network of other reputable professionals to address tax issues, estate planning, legal matters, major purchases, insurance and more to ensure no stone is left unturned and you get expert advice from the best in the industry.

You don't need to figure out everything on your own - we will guide you every step of the way towards building a solid foundation for enjoying your future.

Schedule a free consultation

123 Retire

Address

201, 6050 Andrews Way SW
Edmonton, AB T6W 3S9


Phone

780-702-5070
1-877-231-2244


Fax

866-702-1272


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Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Wealth are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.


123Retire is a trade name used to carry on business related to life insurance.  Mutual Fund products are sold through Manulife Wealth Inc.  Insurance Products are sold through Maven Financial Services Limited o/a 123Retire.  Mutual fund dealing representatives (“mutual fund advisors”) registered with Manulife Wealth Inc. offer mutual funds. Bank products and services are offered by Robert Lamb and Kern Watts through referral arrangements through Maven Financial Services Limited o/a 123Retire and are separate from Manulife Wealth Inc. product offerings.

Manulife Wealth Inc. is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a diverse range of life and health insurance protection products, estate planning, investment and banking solutions through a multi-channel distribution network. MLI owns Manulife Wealth Inc., and Manulife Wealth Insurance Services Inc. MLI also owns Manulife Bank of Canada, a federally chartered Schedule 1 bank, which in turns owns Manulife Trust Company, a federally chartered trust company.

Robert Lamb, Kern Watts, and Manulife Wealth Inc. (“Manulife Wealth”) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of the advisor or Manulife Wealth. The information in this communication is subject to change without notice.

Manulife Wealth Disclaimers

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