Expert CFP® certified business sale planning for Burlington residents. With 186,000 residents and an average home price of $850,000, Burlington families need specialized financial guidance for life's major transitions.
Diverse suburban community with mixed residential and commercial development.
Burlington's established business owners approaching retirement create consistent M&A opportunities, from family-run retail to professional services seeking succession solutions.. With 186,000 residents and a median household income of $75,000, Burlington families require specialized financial planning that understands local market conditions and economic factors.
A proven approach tailored to Burlington residents' unique needs
Meet at our Burlington office or virtually to discuss your situation and goals.
Develop a customized financial strategy based on Ontario and Burlington regulations.
Execute your plan with ongoing support from our Burlington team.
Success stories from your neighbors in Burlington
Burlington business owner saved over $150,000 in capital gains tax through strategic exit planning and lifetime exemption optimization.
Divorce settlement completed 18 months faster than average through proactive financial planning and asset valuation.
Inheritance planning helped preserve $2.1M estate value through strategic tax planning and probate fee minimization.
“Selling my Burlington business was the biggest financial decision of my life. Life Money maximized the value and minimized taxes perfectly.”
Schedule your free consultation today. We're here to help Burlington residents achieve financial peace of mind during life's transitions.