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.