Starting a new chapter in life comes with emotional and financial adjustments, especially when caring for loved ones. Thoughtful planning can help protect your future and provide stability during this transition. Explore key wealth considerations to move forward with confidence.
Investing in You
Planning for What's Next
Wills
Caring for Loved Ones
As parents age and require additional support, many of us find ourselves responsible for managing various daily tasks, including overseeing their finances and financial decisions.
Divorce
Navigating the financial complexities of divorce can feel overwhelming, but you don’t have to go through it alone. With the right guidance, you can regain control, rebuild your financial independence, and confidently plan for your future. Let us help you through this journey, providing the personalized support and expertise you need to move forward.
Widowhood
Widowhood brings emotional and financial uncertainty. We're here to provide compassionate support and practical advice – helping you regain clarity, confidence, and control over your financial future.
Interesting articles to explore
Should your investment strategy change as you age?
How should your approach to portfolio management change as you age, especially as you near retirement?
Reasons why you shouldn't put off writing a will
Want to dictate the fate of your assets? Read why you shouldn't put off writing a will.
Passing on your wealth
Review 9 practical steps to start making your estate plan.
A Behavioural Perspective On Risk
Watch Lisa Brenneman, Head of Behavioural Finance at TD Wealth & Laura Goodyear, Research Associate at BEAR, as they discuss the findings from TD Wealth's latest research that examines the behavioural and psychological factors that may impact a person's willingness to take financial and investment risk.
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
Life after late divorce: A financial guide
Grey divorce is tough — emotionally, logistically and financially. Here are some key steps that could improve your financial picture.
I'm Here to Help.
Through the Highs and Lows, I Will Be Here For You.
