Professionals & Families
You have different financial priorities than pre-retirees, like managing a mortgage, student loans, and everyday expenses. Legacy planning might not feel like a top priority right now, but we’re here to help you balance your current needs while preparing for the future. With our customized approach, we’ll guide you through each stage of life, ensuring your financial plan grows with you.
Using NaviPlan, the industry’s leading financial planning software, we tailor a strategy that reflects your evolving goals. Whether it’s building an emergency fund, saving for a home, or planning for retirement, we combine personal consultation with cutting-edge technology to ensure your portfolio fits you today and prepares you for tomorrow.
At YourLegacy.ca, we take the time to understand your unique situation upfront. As your needs change, we adjust your plan to keep you on track. We’re committed to helping you achieve both short-term goals and long-term financial security.
Concerned about managing high mortgage payments?
As interest rates decrease at a slower pace, your mortgage payments could still see a significant rise.
Rather than locking yourself into higher payments for the long term, explore a flexible alternative: interest-only payments.
This short-term strategy can help you manage costs until rates drop further or your financial situation improves, providing relief when you need it most.
The benefits?
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Lower your monthly mortgage payments
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Gain more flexibility with your finances
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Reduce your stress