Expert CFP® certified inheritance financial 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 legacy has created substantial estates through GM pensions, union benefits, and skilled trades success, requiring specialized planning for complex benefit transfers.. 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.
“When I inherited my family's Oshawa property, Life Money helped minimize taxes and preserve wealth for my children. Exceptional service.”
Schedule your free consultation today. We're here to help Oshawa residents achieve financial peace of mind during life's transitions.