Who we help

Two people we built this practice around.

Retirees turning savings into income, and business owners who built that income themselves. Those are the two clients this practice is built for.

Who we are

Advice: built to fit you.

Murphy Wealth Planning is an advice and fee-for-service planning practice serving retirees and business owners across British Columbia and Alberta. We come from a private wealth and investment background, so we know the space well, and we use that to give unbiased advice that is shaped around your needs.

That is why we work with two kinds of people in particular: those turning a career of building something into an income, and those turning a career of saving into a retirement.

What we do

Build a plan around your life

Not a template. Your real numbers, your real goals, across all six pillars of planning.

Speak your language

Whether you are running a business or drawing down retirement savings, the plan reflects that reality.

Give unbiased advice

A private wealth and investment background is exactly what lets us give sound, unbiased opinions.

Stay in your corner

Ongoing advice and reviews as your business, your retirement, and the rules around them change.

Two starting points

Everyone we work with starts as one of two people.

Some of you built the income yourselves. Some of you are turning decades of savings into a paycheque. The plan looks different depending on which one you are, so we built the practice around both.

You Business owners Retirement Planning /Retirees

Business owners

You spent a career building a brand, a business, and your own income from nothing. That work should not be understated, and it should be planned for accordingly.

  • Planning built around your corporation and how you pay yourself
  • Marrying your business and personal wealth into one plan
  • A partner who knows when to advise and when to delegate to other professionals
  • Featured conversations on the Murph Talks Business podcast

Retirement Planning / Retirees

The question underneath it all: do I have enough to fuel my retirement? We flip your net worth on its axis so it now funds your cash flow.

  • RRSP and RRIF conversion
  • Pensions, investment income, and properties working together
  • A clear answer on how much you need, and what you can safely spend
  • Scenarios and alternatives mapped out before you decide
  • Building the retirement of your dreams, and ensuring we have the cash flow to fuel it

Not sure which fits you? Let's talk.

Most people see themselves in one of these two paths right away. If you are not sure, a short conversation will make it clear.