A trusted team of certified financial planners dedicated to making financial guidance accessible and understandable for everyday Canadians across the Greater Toronto Area.
Life Money was founded by a group of certified financial planners who came together with a shared vision: to create a place of trust where exceptional financial service meets clear, understandable guidance for everyday people.
After witnessing too many families struggle with complex financial jargon and overwhelming investment options, our founders decided to do things differently. We believe that sound financial planning should be accessible to everyone, not just the wealthy elite.
Today, Life Money serves families and individuals across the Greater Toronto Area, specializing in life's most significant financial transitions: divorce, inheritance, business sales, and career changes. Our approach is simple yet powerful: listen first, explain clearly, and act with integrity.
We believe trust is earned through transparency, honesty, and always putting our clients' interests first in every decision we make.
Financial planning shouldn't be complicated. We translate complex concepts into clear, actionable guidance that makes sense for your life.
We measure our success by your financial security and peace of mind. Every strategy is designed with your long-term prosperity in mind.
As comprehensive financial planners, we handle any situation involving money. While we specialize in the four most significant financial transitions people face, our expertise extends to all areas of financial planning:
From lottery winnings to career changes, from starting a family to planning retirement - if it involves money, we can help you navigate it successfully.
Whether you're facing a major life transition or simply want to secure your financial future, our experienced team is here to guide you every step of the way.