Life is full of changes. We’ve seen them all.
When faced with a significant life event we’re probably not the first people you think of, but we shouldn’t be the last either. You’re faced with a new situation and you likely have lots of questions. We have the answers to the questions on your mind and even the ones you haven’t thought about yet – that’s our job. We can take care of the financial impacts so you can focus on the things that matter most. From a job change or retirement, to a death in the family, our advisors have seen it all and it’s this experience that you can trust.
Take a proactive approach.
The majority of significant life events are predictable, although the timing is not often known. From pension exits, severance, and Will & Estate planning, a little foresight will go a long way. Our complete planning approach ensures we take a proactive approach for our clients.
Here are a few ways to learn more.
Life events extras.
videos, case studies & more
Read Jane’s story who was laid off from her Federal Government job. Our advisor helped turn a stressful event into a positive.
You’ve made the decision to buy a home, now it’s time to consider what avenue you’ll choose when deciding how to protect your home in the event of death or disability.
Have you heard of the Registered Disability Savings Plan? David Banks gives a brief overview of the savings plan that helps with the financial future of individuals qualifying for the disability tax credit.