Evans Retirement Planning
Jason Evans, CFP
CFP
Pricing
What they charge
- Retirement Income Assessment $2,000-$3,900+ (individuals), $2,400-$4,900+ (couples)
- Retirement Clarity Session $400 (60 min)
- Retirement Transition Support $1,600+/year
Fees are listed as the firm states them. Confirm current pricing with the planner directly.
Fee model
Flat-fee, Subscription
Client minimum
Not stated
Coverage
Winnipeg, MB · Virtual across Canada
Verified
June 2026
Why advice-only
Fees that don't grow with your savings
Illustration on a $500,000 portfolio growing 5% a year. Run your own numbers →
What you pay Evans Retirement Planning
Paid directly by you, for the advice and the plan.
What you never pay
- Product commissions
- A percentage of your portfolio
- Trailing fees on funds
- Sales loads or exit charges
Specialty
Areas of focus
Pre-retirees 50-60; pension holders
What's included
Services
Advice-only retirement income planning, CPP/OAS timing, tax-efficient decumulation, corporate-to-personal income for business owners, clarity sessions, ongoing support
Work with Evans Retirement Planning
Advice-only and commission-free, CFP
Independently listed in our fee-only directory. Last checked June 2026.
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