Expert CFP® certified inheritance financial planning for Markham residents. With 356,000 residents and an average home price of $850,000, Markham families need specialized financial guidance for life's major transitions.
Diverse suburban community with mixed residential and commercial development.
Markham's tech wealth and substantial real estate holdings create complex estate planning needs, particularly for multi-generational Chinese-Canadian families with international assets.. With 356,000 residents and a median household income of $75,000, Markham families require specialized financial planning that understands local market conditions and economic factors.
A proven approach tailored to Markham residents' unique needs
Meet at our Markham office or virtually to discuss your situation and goals.
Develop a customized financial strategy based on Ontario and Markham regulations.
Execute your plan with ongoing support from our Markham team.
Success stories from your neighbors in Markham
Markham 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.
“Life Money's inheritance planning saved our family over $80,000 in probate fees. Their knowledge of Ontario tax law is outstanding.”
Schedule your free consultation today. We're here to help Markham residents achieve financial peace of mind during life's transitions.