Motivated by this realization, I crafted four distinct services each aimed at facilitating a smooth retirement transition and enhancing the likelihood of a fulfilling, healthy retirement journey. These services aspire to bridge the gap between health span and lifespan, ensuring that retirees can enjoy their retirement years to the fullest.
Before you leave your career behind, it’s important to have a plan for how you’ll spend your days so you:
can avoid any type of downward post career health spiral
avoid feeling confused, lonely or even depressed
won’t go stir crazy (or drive your spouse or partner crazy)
have a sense of purpose and meaning for your life beyond your work, which is key to a successful retirement and good health.
How can you ensure your transition into retirement is a good one? By taking action now to prepare beyond the financial or estate planning considerations that receive much of the media attention.
I specialize in guiding clients through the crucial steps necessary for a successful retirement transition.
My services include:
Cultivating self-awareness: I help you gain a deeper understanding of yourself, your priorities, and your aspirations for retirement.
Education on often overlooked non-financial aspects: I provide insights into the non-financial factors that are essential for a smooth transition into retirement.
This includes aspects such as finding new purpose and meaning post career, maintaining/developing social connections, maintaining physical and mental health, and replacing workplace identity.Developing a comprehensive plan aligned with your core values: I work closely with you to create a personalized retirement plan that reflects your values, goals, and vision for the future.
Bridging the gap between healthspan and lifespan: I focus on optimizing your health and well-being to ensure a vibrant and fulfilling retirement, helping you achieve a balance between longevity and quality of life.
Schedule your complimentary consultation today to learn more about our programs and how they can significantly enhance your retirement journey.
My Story
Over the years, I’ve witnessed numerous friends and family members navigate retirement, and while some managed the transition well, many struggled immensely. It truly saddened me to witness individuals squander their precious early retirement years grappling with these challenges.
What surprised me was that these challenges were seldom tied to financial resources; most had substantial retirement savings. So, what was the missing piece of the puzzle? This prompted me to delve into research on retirement and its factors for success.
I learned, financial preparation was merely the tip of the iceberg. I became deeply absorbed in researching retirement transitions and successful aging long before my own retirement. What I uncovered was that the non-financial dimensions of retirement and fostering healthy aging were just as crucial as financial planning. These insights may seem intuitive, however, they are frequently overlooked in practice.
While my research findings made perfect sense theoretically, they truly resonated with me when I retired in June 2023. Experiencing my retirement journey aligned closely with the phases and emotions that the research had predicted.
Testimonials
My Background
Terry Olexyn (Founder)-CPA, MFin
Certified Professional Retirement Coach and Certified Executive/Life Coach
With my experience as former VP Finance for the Canadian division of a multinational energy firm, I understand the challenges of transitioning into retirement. Having personally navigated this life change, I combine leadership, a commitment to active living, fitness, and academic research on retirement and aging to support others in this transformative phase.
As a Certified Professional Retirement Coach and Certified Executive/Life Coach, my goal is to help clients navigate their career-to-retirement transition with clarity and confidence. Through personalized coaching and strategies, I empower clients to embrace retirement with purpose, resilience, and fulfillment, guiding them toward new growth opportunities in this exciting new chapter of their lives.