InvestorDNA is a financial advisory firm based in Calgary, specializing in retirement income planning for Canadians aged 50 and older. The company aims to simplify financial complexities, helping clients achieve clarity and readiness for retirement while ensuring a tax-efficient transition into their desired lifestyle. Their focus is on security, predictability, and longevity in retirement planning. The firm offers a range of services, including retirement income planning, tax optimization, investment management, and holistic financial roadmaps. They provide free retirement readiness assessments to help clients determine the best timing for government benefits and income strategies. InvestorDNA also creates customized decumulation plans and offers guidance on leveraging insurance products within retirement planning. Their flat-fee structure and independence from product providers allow for tailored solutions based on academic research-driven strategies.