Expert CFP® certified business sale planning for Pickering residents. With 99,000 residents and an average home price of $850,000, Pickering families need specialized financial guidance for life's major transitions.
Diverse suburban community with mixed residential and commercial development.
Pickering businesses benefit from nuclear industry contracts and waterfront tourism, creating unique M&A opportunities for specialized service providers and marine-related enterprises.. With 99,000 residents and a median household income of $75,000, Pickering families require specialized financial planning that understands local market conditions and economic factors.
A proven approach tailored to Pickering residents' unique needs
Meet at our Pickering office or virtually to discuss your situation and goals.
Develop a customized financial strategy based on Ontario and Pickering regulations.
Execute your plan with ongoing support from our Pickering team.
Success stories from your neighbors in Pickering
Pickering 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.
“The lifetime capital gains exemption planning Life Money provided doubled my after-tax proceeds. Best investment I ever made.”
Schedule your free consultation today. We're here to help Pickering residents achieve financial peace of mind during life's transitions.