Steve House
Financial Advisor Owner, Stephen House Agency Inc @Co-operators
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Financial Advisor Owner, Stephen House Agency Inc @Co-operators
Insurance products offered through Co-operators General Insurance Company and Co-operators Life Insurance Company.
ABOUT STEVE HOUSE
I help high-earning professionals in their peak income years who know they should be doing more than investing by engineering tax-efficient accumulation strategies so they can turn high income into permanent Wealth”Business owners spend years building their wealth — but very few have a clear plan for turning that wealth into reliable, tax‑efficient retirement income. That uncertainty can delay retirement, increase taxes, and put lifestyle at risk.For almost 20 years, I’ve helped business owners create retirement income strategies that protect lifestyle, reduce unnecessary tax, and ensure they never run out of money. My focus is on the distribution phase — the part of retirement planning most people neglect.As a fiduciary, I provide clarity, structure, and a roadmap that helps you retire on time (or earlier) with confidence.If you want to know exactly when you can retire — and how to do it without sacrificing the lifestyle you’ve earned — let’s talk. s••••••••@cooperators.ca 780‑706‑9685 Book a call:
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