Barrie Mortgage Agent
Seniors Issues
Mortgage Agent, Level 2. Brokerage 10801
Elder Planning Counselor
Certified Equifax Credit Professional
Certified Reverse Mortgage Specialist
iPLAN
Elder Planning for Seniors 55+
OUR MISSION
Comprehensive support for seniors aged 55+
iPLAN is a dedicated consortium of professionals offering holistic solutions for seniors aged 55 and above. We have a team of financial advisors, insurance specialists, legal advisors, mortgage specialists, and real estate professionals working collaboratively to provide personalized support.
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OUR SERVICES
Tailored solutions for seniors​
Holistic Approach
Providing Integrated and personalized solutions.
Inform
Identifying available resources and support services
Planning Ahead
Financial planning review to assist with savings, investments, and insurance.
Legal Matters
Assistance with legal and estate planning.
Advocacy
Empowering seniors to advocate for their needs. Finding trusted advocates.
Navigation
Providing real estate solutions. Supporting life transitions.
OUR PROFESSIONALS​
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Financial Advisors
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Insurance Specialists
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Legal Advisors
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Mortgage Specialists
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Real Estate Professionals
Contact us to learn more about the iPLAN program.