About Life Money

Canadian financial education and a starting point for planning conversations about retirement, inheritance and other major changes in your financial life.

Our Purpose

Life Money is a consumer-facing financial information brand based in Mississauga, Ontario. Our guides help Canadians understand the financial questions that arise when life changes.

The Life Money Editorial Team publishes educational articles on retirement, pensions, inheritance, severance, business sales and other personal-finance topics. Readers can explore a subject at their own pace, then decide whether they need a planning conversation.

The advisory practice behind Life Money is led by a CFP®-certified financial planner in the Greater Toronto Area. An introductory conversation starts with your situation, the decisions ahead and whether the available planning services fit your needs.

Our Values

Trust & Integrity

We believe trust is earned through transparency, honesty, and always putting our clients' interests first in every decision we make.

Accessibility

Financial planning shouldn't be complicated. We translate complex concepts into clear, actionable guidance that makes sense for your life.

Clear Decisions

Start with your goals, understand the choices and identify what needs further review. Planning should make the next decision easier to understand.

Our Expertise

The Advisory Practice

  • Led by a CFP®-certified financial planner
  • Planning conversations about major financial transitions
  • Tax questions considered alongside your accountant
  • Legal questions directed to your legal professional

What You Can Explore

  • Retirement income and investment decisions
  • Inheritance and estate-related financial questions
  • Severance, pensions and career changes
  • Planning for proceeds from a business sale

Planning Across Life Changes

A change in your income or assets can affect several parts of your financial life. Our guides introduce those connections, and a planning conversation can help identify which decisions need individual attention.

Planning Conversations:

Divorce Financial Planning
Inheritance Financial Planning
Business Sale Planning
Severance & Job Loss Planning

Topics Covered by Our Guides:

Retirement Planning
Investment Management
Tax Planning & Optimization
Estate Planning
Insurance Planning
Sudden Wealth Management
Education Planning
Financial Life Changes

The appropriate scope depends on your circumstances. Tax filings, legal documents and specialist questions may require advice from other professionals.

Why Choose Life Money?

A GTA Base: Life Money is based in Mississauga, with planning conversations available for individuals and families across the Greater Toronto Area.
A Focus on Change: Retirement, inheritance, business proceeds and career transitions can create linked decisions about income, investments and timing. Those decisions are a starting point for the conversation.
Clear Communication: No financial jargon, no confusing terminology. We explain everything in plain language so you can make informed decisions with confidence.
Connected Questions: An investment decision can affect cash flow, taxes and estate plans. A useful discussion considers those connections and identifies where specialist input is needed.
Your Starting Point: Describe what has changed, your time frame and the decisions you want help with. Use the first conversation to discuss fit, scope and next steps.

The Life Money Editorial Team

Every guide on this site is published under one byline: Life Money Editorial Team. Our editorial process uses AI-assisted research and drafting alongside human review and primary-source checks. Our editorial policy describes the standards we work to; the corrections log records published corrections. Articles do not carry individual names or professional designations.

The advisory practice behind Life Money is led by a CFP®-certified financial planner in the Greater Toronto Area. The editorial team works to that standard, and the planner is who you speak with when you book a conversation about your own retirement, inheritance, severance or business sale.

Read our editorial policy·Corrections log

About This Site & Our Editorial Standards

Life Money publishes a free library of plain-language Canadian personal-finance guides. Topics include government benefits, inheritance and probate, tax planning, halal investing and financial products. Examples are educational illustrations, not client testimonials or promises of a particular outcome.

Our editorial policy sets out these standards:

  • Checkable sources. Our standard is to support financial figures with primary sources such as the CRA, Service Canada, provincial authorities and product issuers. Check the source date when a rule or amount matters to your decision.
  • Visible corrections. We maintain a corrections log and update guides when issues are identified. Use the contact form to report a figure or explanation that needs review.
  • Faith-based questions need appropriate expertise. Halal investing articles explain screening considerations. They do not provide religious rulings; consult a qualified scholar about your circumstances.
  • Education, not personalized advice. Articles explain how the rules work; they don't replace one-on-one planning for your specific situation.

Life Money is based in Mississauga, Ontario and serves clients across the Greater Toronto Area. The fastest way to reach us — whether it's a question about an article, a correction, or your own planning — is the contact form.

Ready to Experience the Life Money Difference?

Tell us about your financial transition, your timing and the decisions ahead. An introductory conversation can help determine whether planning services fit your needs.