Mature Families

THE KIDS ARE OUT OF THE HOUSE, WHAT DO I NEED TO DO? 

Starting Your Career

Who?

  • Age 45 to 54
  • Established in career
  • May have older children
  • May be in peak earning year

Priorities

  • Paying off mortgage
  • Reduce all debts
  • Saving for retirement
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Disability
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys

Latest News

Ontario Budget 2026

Ontario Budget 2026

The 2026 Ontario Budget brings major changes for small business owners, home buyers, and investors. From a cut to the small business tax rate to an enhanced HST rebate on new homes, here is what you need to know and how it could affect your finances.

Life Stages