Explore how a change in your income or assets affects your retirement plans, investments and near-term decisions.
Income and savings decisions
Portfolio construction
Inheritance and sale proceeds
Questions for your planning team
Decisions about your savings
Learn about the CFP-led advisory practice behind Life Money, our educational guides and what to expect from an introductory conversation.
CFP-led advisory practice
Talk about where you stand and your next steps
Primary sources linked in our guides
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Start with your situation and the decisions ahead of you.
Use our guides to understand the questions raised by an inheritance, retirement, severance package or business sale.
Tell us a little about your situation and a Certified Financial Planner will call you, usually within two business days, for a short, no-cost conversation about where you stand and how they can help you.
Talk about where you stand, how a Certified Financial Planner can help you and which questions need your accountant, lawyer or other specialist.
Learn how Life Money publishes its financial guides
Get instant insights with our AI-powered financial calculators. Plan your future with confidence using data-driven estimates.
Estimate settlement amounts and planning costs
Calculate tax implications and savings
Optimize your business exit strategy
Plan your financial transition
A major transition can bring decisions about income, investments, taxes and timing. Explore the planning topics below, then start a conversation about the decisions that matter in your circumstances.
Navigate the financial complexities of divorce with expert guidance on asset division, support obligations, and future security.
Turn your inheritance into long-term wealth with strategic planning for taxes, investments, and estate protection.
Maximize the value of your business sale with strategic tax planning, succession strategies, and retirement preparation.
Navigate job loss with confidence through expert guidance on severance packages, benefits transitions, and career planning.
Explore planning for your situation, or start a conversation about where you stand and how a Certified Financial Planner can help you.
Read Canadian financial guides covering retirement, inheritance, business sales, divorce and career transitions. Illustrative examples explain the questions to consider; articles do not replace advice for your circumstances.
Expert guidance on asset division, support calculations, and post-divorce financial recovery strategies.
Tax-efficient business exit strategies and maximizing severance packages during career transitions.
Estate strategies, tax minimization, and wealth transfer planning for Ontario families.
Deemed disposition, probate fees, and strategies to protect your family's wealth.
Read guide →Calculate your exact fee and discover 7 legal strategies to reduce costs.
Read guide →$729/week max. Avoid the 7 mistakes that cut your EI payments.
Read guide →The flat 50% inclusion rate and how it affects inherited real estate.
Read guide →$8,000/year tax deduction + tax-free withdrawals for first-time buyers.
Read guide →Negotiate better severance and understand your Ontario rights.
Read guide →Our guides and planning conversations focus on the decisions that come with retirement, inheritance, severance, business proceeds and other major changes.
Headquartered in Mississauga with comprehensive coverage throughout the entire GTA region - from Toronto to Hamilton, and everywhere in between.
Tell us a little about your situation and a Certified Financial Planner will call you, usually within two business days, for a short, no-cost conversation about where you stand and how they can help you.
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Tell us a little about your situation and a Certified Financial Planner will call you, usually within two business days, for a short, no-cost conversation about where you stand and how they can help you.