You don’t have to predict the future to be SURE about your own
RetireSURE delivers long-term stability through disciplined, client-centric strategy, built to withstand market volatility
Life is full of surprises – but your financial life shouldn’t be
As retirement nears, you want the assurance that you’ll be alright in the long run.
That’s why we take a disciplined, thoughtful approach to lower risk and create long-term stability — so you can feel confident that your wealth will last, no matter what.
Our Approach
Security through Market Leadership Strategy
You work hard for your money. We make it work harder for you.
Our rules-based active management process focuses on the market’s strongest assets, for steady growth however the market performs.
Our Process
We put strength in your portfolio
InvestSure
We start by ensuring your investment portfolio is built for long-term growth and market resilience
RetireSure
Then, we design a wealth plan that aligns with your goals and priorities
LiveSURE
Finally feel confident about your future while enjoying today, knowing our ongoing review and management keep your plan on track
Life can be unpredictable, but that’s okay.
Real risk comes from guessing the future and acting without a plan.
Our job is to provide a reliable system that guides your decisions and keeps you on track to your goals.
Bart Chatterson B.Comm., CIM®
Founder and Portfolio Manager, RetireSURE
Never worry about outliving your retirement savings again
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Systematic
We follow a clear, rules-based approach to guide your investments.
This keeps you from reacting to speculations but empowers you to make smart, confident decisions backed by a solid plan and proven strategy.
Unbiased
The industry standard is for advisors to act in their clients' best interests.
We take this further! We prioritize your needs with ongoing education, transparent fees, and an unwavering commitment to achieving your goals.
Reliable
You’ve trusted us to make smart decisions and sound recommendations for your wealth.
Our structured, transparent planning and investment process ensures you can rely on us while focusing on what matters most to you.
Equitable
We are part of a small group of firms with portfolio management qualifications.
This allows us to manage your wealth on a discretionary basis, helping you adapt quickly to changing conditions while upholding the fiduciary standard with fair, transparent fees.
Our Testimonials
What our clients say about us
Bart is a true professional and a portfolio manager that comes highly recommended with credentials. He’s extremely approachable and his comprehensive process and attention to detail gives his clients the confidence they are looking for in a financial professional.
Grant H., CIM
Well respected and knowledgeable
Gerald D.
Our Proof
Growth you can rely on
Years in business
Families assisted
Our Clients
Help at every stage of life
For Young Professionals
Helping you build, grow, and protect your wealth
For Families
Securing your future while creating opportunities for your children
For Business / Farm Owners
Ensuring your wealth lasts as you scale back
For Retirees
Helping you retire with confidence