From Downsizing planning to Investments for your life

Any transition can be stressful and emotional, especially if you are dealing with your family home. Many Canadians are looking to transition into a new home, many of them do not know where to start. If this is you, you need to come to this event.

We are a group of specialized professionals who have come together to provide you with advice and guidance on the steps you need to take to downsize your home. We will walk you through the following steps

  1. Buy or sell first… depends
  2. Extra cash for extra furnishings
  3. Creating your own pension
  4. Cost of building a bridge: Estate planning/Wealth Transfer
  5. Getting Sued: How to protect yourself when acting as an executor and Estate Administrator

Upcoming Event

No upcoming event yet! Stay tuned.

Are you looking to Downsize and don't know where to start?

From selling property to buying a new one and providing a plan to invest that extra income for your future.

The Team

Our diversified team is comprised of people with many years of experience in Real Estate, Insurance, Financial Planning and Estate Planning.

Know the Art!

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