LIFE CHANGES
Life is Full of Changes
WE HAVE SEEN IT ALL
When faced with a significant life event, we help assess the financial impacts and provide guidance. This allows you to focus on your family’s needs. We believe that it is important to recommend solutions that support your core values even in times of change.
Life changes that may benefit from our professional advice include:
Marital/common-law commitment
Divorce and separation
Purchasing a home or changing residence
Birth of children, education choices, and special needs
Business development
Career and income changes
Retirement and business succession
Receiving inheritances
Health challenges, aging and elder care
Terminal Illness and Death