Financial Planning for Seniors

Whether you are looking for support for yourself or you are a son or daughter looking for help for your aging parents, we can assist your family.

You may not be properly equipped with the tools to assess your financial situation or your parent’s financial situation and want input from an objective third party. You may not be confident in your existing financial advisor. The key with our services is we do not sell anything – no investments, no insurance, no products whatsoever.

We sell our time and expertise to help people, including seniors and their families, make financial decisions with confidence. We can be your objective financial partner.

We provide comprehensive services ranging from:

• General financial planning
• Considering the sale of a family home or cottage
• Investment decisions
• Estate planning
• Tax planning
• Tax preparation
• Financial oversight
• Family financial mediation

It is not uncommon for seniors to hire our services to assist them and their family with their wealth as they age, including to be able to help their spouse or children in the future. We often work with children who are not quite sure what to do who look to us to help their parents and their family.

Regardless, you can rest assured that we are objective, which may not be the case for some of the other professionals or even family decision-makers around you. We do not sell any products, and we can provide fee-for-service advice on an hourly or fixed fee basis, either one time or ongoing.

Our team of financial planners and tax and estate professionals for seniors is experienced, considerate, and flexible in order to meet the requirements of our clients. We are based in Toronto but have clients across the country as we offer our services through an online video platform, via email, or by phone.