As a Certified Executor Advisor, I focus on families who are working to plan for the future.  That means different things at different stages of life.  

When you're planning and raising your family, the focus is on creating a home and building wealth that you will pass on to your children.  Whether you simply want to accumulate equity in your family home, climb the property ladder, or you want to build a whole investment portfolio, there are big decisions to be made along the way.

Later, as little ones grow up, goals tend to shift.  You might find yourself thinking of refinancing, downsizing, or cashing out of your real estate holdings altogether.  Eventually, you may be tasked with helping your own parents to make some of these decisions, too.

Whatever your journey, my goal is to help you find and use the resources and information you need along the way.  Estate planning isn't something that should be done close to the end of one's life.  It's an ever evolving plan that should be reviewed from time to time as life changes. 

Successful estate planning is much more than writing a will and planning for the distribution of your assets.  It's a way to ensure that you and your heirs get to fully enjoy the reward for all your hard work.

It will be my pleasure to share my knowledge and important contact people so that you and your loved ones can make wonderful memories with the peace of mind that comes with knowing that you have planned well!

RE/MAX Escarpment

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Tanya DiNicolantonio

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