Retire on Your Terms
Strategic Retirement Planning That Lets You Decide When and How You Step Away
Take Control Of your future starting today
At Henley Financial & Wealth Management, we believe retirement should be a choice—not a question mark. Whether you’re 25 and just starting out or 55 and wondering if you’re behind, we build custom retirement strategies that put you back in control.
Why Clients Trust Henley With Their Retirement
A Roadmap,
Not a Guess
Most people don’t have a plan—they have scattered accounts and wishful thinking. We organize your assets, clarify your income streams, and give you a clear step-by-step path to retirement.
Tax-Smart Income Planning
We don’t just help you grow your retirement savings—we help you keep more of it. From RRSPs to TFSAs to annuities, we design tax-efficient withdrawal strategies that maximize your income in retirement.
Confidence, Not Compromise
Retiring doesn’t have to mean downgrading your lifestyle. With the right structure in place, you can retire when you want, how you want—without sacrificing the things that matter.
Retirement Solutions Built for Real Life
We combine foundational planning with smart investment tools to cover every phase of your retirement journey:
Registered Retirement Savings Plans (RRSPs)
Shelter your income from tax while building toward long-term growth. Ideal for high earners looking to reduce taxable income today.
Tax-Free Savings Accounts (TFSAs)
Grow your wealth with flexibility and zero tax on withdrawals. Great for mid- to long-term savings goals.
Annuities
Create a strong stream of income in retirement—no guesswork, no market dependency.
Segregated Funds
Enjoy market participation with built-in death benefits and maturity guarantees. A strong fit for conservative investors looking for protection.
GICs & High-Interest Savings Accounts
Safe, stable growth options for capital you want to protect.
Leveraged Equities
For clients with higher risk tolerance, we offer strategies to maximize potential returns while keeping the long game in view.
WHAT SETS US APART
Our Bridge Philosophy
Like the historic bridge in Henley-on-Thames, we help you cross from working life to retirement with confidence. No sudden cliffs. No vague directions. Just a smooth, supported transition.
30 Years of Expertise
With over 30 years in financial services, founder, Winston Cook, knows the pitfalls people face—and how to avoid them. You get expert strategy with a human touch.
The Asset Map® Strategy
We use powerful visual tools to show you exactly where you stand and what’s needed to reach your ideal retirement. No overwhelm—just insight.
Start Now, Retire Smarter
Don’t wait until “someday” to start planning. Take control of your retirement now with your free Asset Map consultation.