Any Financial Situation, We Can Help
While we specialize in major life transitions, we're comprehensive financial planners who handle any money-related situation
Retirement Planning
RRSP/TFSA optimization
Investment Management
Portfolio construction
Sudden Wealth
Lottery, inheritance, windfalls
Estate Planning
Wills, trusts, tax efficiency
Any Money Matter
If it involves finances, we help
Professional Credentials & Client Success
Our certifications, professional affiliations, and client testimonials demonstrate our commitment to excellence in financial advisory services.
CFP® Certified
Divorce Financial Analyst
Fully Insured
Professional Liability
Expert Team
45+ Years Combined Experience
Since 2010
15+ Years Serving GTA
What Our Clients Say
Real experiences from families we've helped navigate major financial transitions
“Professional, compassionate guidance during the most difficult time in my life. The CFP® certification made all the difference.”
“Sold my business for 40% more than expected thanks to strategic tax planning. Exceptional expertise and results.”
“Turned a complex inheritance into a well-structured investment portfolio. Clear communication throughout the process.”
Recognized by Leading Financial Publications
Trusted by Thousands
Real results from real families who trusted us during their most important financial transitions
Families Helped
Successful transitions guided
Assets Managed
In client wealth under management
Years Experience
Combined team expertise
GTA Cities
Comprehensive local coverage
Our Service Excellence
Measurable results across all our specialized financial planning services
Divorce Planning
Successful settlements achieved
Inheritance Planning
Tax optimization success rate
Business Sale
Optimal deal structuring
Smart Calculators
Get instant insights with our AI-powered financial calculators. Plan your future with confidence using data-driven estimates.
Divorce Planning
Estimate settlement amounts and planning costs
Inheritance Planning
Calculate tax implications and savings
Business Sale
Optimize your business exit strategy
Job Transition
Plan your financial transition
Expert Financial Planning for Life's Major Transitions
As comprehensive financial planners, we handle any situation involving money. However, we specialize in these four critical life events that require specialized knowledge, experience, and compassionate guidance. We also provide retirement planning, investment management, tax optimization, and more.
Divorce Planning
Navigate the financial complexities of divorce with expert guidance on asset division, support obligations, and future security.
Inheritance Planning
Turn your inheritance into long-term wealth with strategic planning for taxes, investments, and estate protection.
Business Sale Planning
Maximize the value of your business sale with strategic tax planning, succession strategies, and retirement preparation.
Severance Planning
Navigate job loss with confidence through expert guidance on severance packages, benefits transitions, and career planning.
Ready to Get Started?
Choose the consultation that matches your situation, or speak with us to determine the best approach for your unique circumstances.
Stay Informed with Our Financial Planning Blog
Get practical advice, market insights, and actionable strategies for navigating life's major financial transitions. Our blog covers divorce planning, inheritance strategies, business sales, and career transitions with real GTA examples.
Divorce Planning
Expert guidance on asset division, support calculations, and post-divorce financial recovery strategies.
Business & Severance
Tax-efficient business exit strategies and maximizing severance packages during career transitions.
Inheritance Planning
Estate strategies, tax minimization, and wealth transfer planning for Ontario families.
Why Choose Life Money?
Specialized Expertise
Unlike general financial advisors, we focus exclusively on the four major life transitions that require specialized knowledge and experience.
GTA Coverage
Headquartered in Mississauga with comprehensive coverage throughout the entire GTA region - from Toronto to Hamilton, and everywhere in between.
Confidential & Compassionate
We understand these are sensitive times. All consultations are completely confidential, absolutely free of charge, with a judgment-free approach.
Based in Mississauga, Serving the Entire GTA
Explore our interactive map to see all 21 cities we serve across the Greater Toronto Area. Click any location to discover our specialized financial planning services in your area.
Greater Toronto Area Service Map
Click any location to explore our services
Ready to Take Control of Your Financial Future?
Get expert guidance tailored to your specific situation. Always free consultation with no cost, no obligation, and no pressure.
What to Expect in Your Consultation
- Confidential discussion of your situation
- Clear explanation of your options
- Customized strategy recommendations
- Timeline for implementation
- No pressure, no obligation