Confessions-of-a-Retirement-Income-SpecialistConfessions of a Retirement Income Specialist

20 years of learning in a 10 minute read.

By Doug Dahmer

Doug Dahmer is a conscientious note taker and collector of ideas. Over the last two decades he has gathered advice, tips and observations from his work as one of Canada’s leading financial planners and retirement income specialists and finally taken the time to put them all together.

“Confessions of a Retirement Income Specialist” pulls together the best of those ideas in a quick, easy and immensely helpful read.

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Author: Doug Dahmer, CFP, TEP, MBADoug-Dahmer

Doug Dahmer is the CEO and Founder of Emeritus Financial Strategies and the creator of the retirement planning process, C3 Planning Process™. He is passionately committed to solving the unique challenges and issues facing baby boomers as they prepare for a retirement which is being redefined.

Over his 20+ year career in the financial planning industry, Doug has become an expert in both the financial and non-financial aspects of planning for the second half of life. Through his involvement in an associated company, T4 Tax, he has an extensive understanding of tax planning. Prior to his career in Financial Planning, Doug spent 16 years in senior management positions of several well known corporations focused in the area of strategic business planning.

Doug believes the creation of a detailed holistic personal financial plan that includes:

  • What you want to do,
  • When you want to do it,
  • How big you want to do it,

plays a critical role in identifying the specific steps required to achieve investment success. His innovative talents have led to the creation of the ground-breaking tools and systems which have evolved into one of the most comprehensive financial planning processes in the business. The C3 Planning Process™ empowers individuals to visualize their future and then develop a step by step action plan that will allow them to financially support the life they are dreaming of.

In September 2011, Doug was distinguished as a Canadian Elite Advisor. The Elite Advisors Program independently identifies and recognizes Financial Advisors for their practice discipline and commitment to client service excellence. Doug Dahmer’s Elite Advisor profile and validation can be viewed here.

Doug holds an Honors Bachelor of Business Administration from Wilfred Laurier University and a Masters of Business Administration Degree from York University. He is a Certified Financial Planner (CFP) and is also a qualified member of the Society of Trusts and Estate Practitioners (STEP).

Emeritus Financial