Expert CFP® certified severance & job loss planning for Whitby residents. With 138,000 residents and an average home price of $850,000, Whitby families need specialized financial guidance for life's major transitions.
Diverse suburban community with mixed residential and commercial development.
Whitby's professional workforce and Toronto commuters face corporate restructuring and downsizing scenarios requiring expert severance negotiation and strategic career transition planning.. With 138,000 residents and a median household income of $75,000, Whitby families require specialized financial planning that understands local market conditions and economic factors.
A proven approach tailored to Whitby residents' unique needs
Meet at our Whitby office or virtually to discuss your situation and goals.
Develop a customized financial strategy based on Ontario and Whitby regulations.
Execute your plan with ongoing support from our Whitby team.
Success stories from your neighbors in Whitby
Whitby 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 turned my job loss into an opportunity. Their severance optimization and career transition planning was excellent.”
Schedule your free consultation today. We're here to help Whitby residents achieve financial peace of mind during life's transitions.