Invest with experienced guidance
Healthy Plans. Wealthy Results.
At Living Financial, we offer specialized advice for distinct needs, meeting you where you are – no matter where that may be.
We are not just a firm communicating with our clients through transactional interactions. Both Jodi and I believe that at the heart of every successful business are real, candid people investing time and comprehensive planning to better their client’s life.
Our happiness is your financial confidence. Founded on our core values of accountability, consistency, and empathetic leading, Living Financial is committed to providing you with the full value you deserve from our firm.
To deliver an effective personalized approach, our communication strategy with you, our clients, involves non-judgmental listening and guiding you with patience and understanding. We are here to answer any questions, no matter how basic or personal.
Financial planning can have emotional moments. Jodi and I are here to build your trust and listen with empathy to what you have to say.
Explore Our Financial Plans for Retirees and Business Owners
A financial plan that aligns with you and what you value.
- Couples and individuals who are nearing or already in retirement, and 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 that 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.
VIDEO DISCLAIMER: The office observed in the video above was filmed in our old office building. We are grateful to announce that we have moved into a new space and look forward to showcasing it soon in an updated video.
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
- Map & Directions
© 2024 Raymond James Ltd. All rights reserved.
Privacy Policy | Advisor Website Disclaimers | Manage Cookie Preferences
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO).
Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.
© 2024 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement