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Estate Planning

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Estate Planning for Young Families

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Estate Planning for Mature Families and Retirees

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Estate Planning for Business Owners

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Succession Planning for Business Owners

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Taxes, Death & Probate

Dying Without A Will

Financial Accreditations

The Process

Discovery & Objectives

We listen to your story. We ask relevant questions. We analyze where you are today, and where you want to be tomorrow.

Gain Clarity

We help you to define your goals, dreams, and aspirations.

Recommendation & Plan

We lay out potential solutions, you make decisions, and we map out the action plan.

Execution & Review

We take action. With regular reviews, we update your plan as changes in your life occur.

Let’s Chat

Phone

Office: (416) 894-1513
Mobile: (416) 818-1666
Fax: (416) 849-0175

Email

Mary@Lpfm.ca

Mailing address:

P.O. Box 91180
Toronto, Ontario
M2K 2Y6

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