Expert CFP® certified business sale planning for Oshawa residents. With 175,000 residents and an average home price of $850,000, Oshawa families need specialized financial guidance for life's major transitions.
Diverse suburban community with mixed residential and commercial development.
Oshawa's automotive supply chain and industrial services sector creates unique M&A opportunities for parts manufacturers, tool & die shops, and specialized trades seeking strategic exits.. With 175,000 residents and a median household income of $75,000, Oshawa families require specialized financial planning that understands local market conditions and economic factors.
A proven approach tailored to Oshawa residents' unique needs
Meet at our Oshawa office or virtually to discuss your situation and goals.
Develop a customized financial strategy based on Ontario and Oshawa regulations.
Execute your plan with ongoing support from our Oshawa team.
Success stories from your neighbors in Oshawa
Oshawa 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 Oshawa 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 Oshawa residents achieve financial peace of mind during life's transitions.