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Introducing iPLAN.
Elder Planning for Seniors 55+

iPlan comprises a unique consortium of professionals dedicated to providing comprehensive support for seniors aged 55 and above. By bringing together a diverse team of experts, including financial advisors, healthcare specialists, legal advisors, and real estate professionals, iPlan offers a holistic approach to elder planning. Our collaborative network ensures that each client receives personalized and integrated solutions tailored to their needs. From crafting robust retirement income strategies and navigating healthcare options to managing estate planning and housing decisions, iPlan is a unified resource that empowers seniors with the knowledge and support they need for a secure and comfortable future. 

 

We use the iPlan acronym to highlight our services:

I - Inform

We educate seniors about the various elder planning options, including retirement savings, long-term care, and estate planning. We also provide information on resources such as financial advisors, legal aid, and community support services that can assist in planning.

 

P - Plan Ahead

We encourage seniors to plan their finances, ensuring they have sufficient savings and investments to support their retirement and potential healthcare needs. We discuss the importance of healthcare planning.

 

L - Legal Matters

We highlight the importance of having essential legal documents such as wills, living wills, and powers of attorney in place. We guide them through estate planning to ensure their assets are distributed according to their wishes.

 

A - Advocate

We empower seniors to advocate for their needs and preferences in healthcare and financial decisions. We suggest finding a trusted family member or friend who can advocate on their behalf if they cannot do so.

 

N - Navigate

We help seniors navigate the provincial and federal benefits they are entitled to.

We support navigating life transitions, such as downsizing homes, moving to retirement communities, or dealing with losing a spouse.

We would be happy to answer any questions you may have. Please call us at (416) 427-4391.

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