Invest with experienced guidance
Healthy Plans. Wealthy Results.
Financial Plans for Retirees and Business Owners
- Couples and individuals who are nearing or already in retirement who want to comfortably enjoy this stage in their lives.
- Established business owners who are ready (and willing) to start thinking about the financial future of their business and how retirement can fit in.
- Individuals who are transferring their pension plans for reasons such as change in employment, marriage breakdown or retirement.
Applying a proven process, we design and implement a written financial plan which includes tax-efficient income strategies.
We take the burden of day-to-day investment management off your hands to allow you the freedom to live your life with less worry. Call or email us for more details or to book your free consultation.
You are the center of our attention
Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.
Thoughtful advice craftedjust for you
Collaboration reveals your needs, wants and wishes
Your goals become ours
- Living Financial 58 Plant Street Suite 206 Batawa, ON K0K 1E0
- T 613.394.8200
- F 613.849.1173
- Map & Directions
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Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
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