The Cedar Point Pathway

Get your retirement plan on track

Our Process

Helping you retire before 65—with confidence.

At Cedar Point Wealth, we specialize in helping pre-retirees (usually 45+) who want the freedom and flexibility to retire before the traditional age of 65. Our approach ensures you have clarity on your path forward—so you can make confident decisions as you approach retirement, and once you’re there.

Start here.


Cedar Point Pathway

Take control of your financial future with the Cedar Point Pathway. This straightforward retirement plan helps Canadians over 45 assess their savings, understand their goals, and create a clear roadmap for retirement. Don’t let uncertainty hold you back—discover a path that ensures you're on track to enjoy life after work.

Financial plans have a flexible price range of:
$3,250 - $5,500

Cedar Point Partnership

After completing your Cedar Point Pathway, our Cedar Point Partnership offers you investment management and on-going financial planning that adapts as your life changes. With low-cost, evidence-based investment strategies, enjoy peace of mind while we take care of the details. We’ll connect with you proactively to review and update your plan, make changes to your portfolio if required and be available to answer your questions when you have them.

3 Simple Steps in Securing your Retirement

1. Schedule a Call

Let’s have a conversation about your retirement goals.

2. Discovery Session

A meeting to gather all the relevant information.

3. Plan Review

Presenting your personalized Cedar Point Pathway Plan.