Elite Services

Smart Retirement Planning

Legal and financial service providers that grow and protect your loved one’s wealth

CFPs for Retirement and Estate Planning
Customized, tax-efficient retirement and estate plans that allow you to live the retirement lifestyle you’ve always dreamed of.

Lawyers for Estate Planning & Family Services
Ensure that your estate is handled in accordance with your wishes, while protecting your legacy for your loved ones and beneficiaries.

Realtors & Real Estate Lawyers
Reputable real estate professionals who can advise and take care of the transfer and/or sale of your home, cottage, or other real estate property.

Insurance Brokers
Ease the financial burden of your grieving loved ones with plans that will grow in value during your lifetime, and ensures that the legacy you’ve always dreamed of becomes reality.

Contact us for information

Senior Planning Services in Markham, Richmond Hill, and Toronto

Ready to start senior planning for yourself or the elderly loved ones in your life? Plan to attend one of our upcoming seminars, or call 905.474.2220 to start your Smart Living journey today!