The Macenko Merkley Group

Financial wellness extends beyond market returns and account balances. It encompasses peace of mind, financial security and the freedom to make decisions that align with your priorities and aspirations.

Whether you are planning for the future or reviewing your current strategy, we would be pleased to help. Reach out to our team to start the conversation.

Over the past several decades, women in Canada have increased their financial influence through higher workplace participation, greater representation in leadership roles, and growing levels of business ownership, making proactive legacy planning increasingly important. No matter your age, marital status or whether you have children, here are some key reasons women may want to prioritize estate and legacy planning.

Legacy planning considerations for women Over the past several decades, women in Canada have increased their financial influence through higher workplace participation, greater representation in leadership roles, and growing levels of business ownership, making proactive legacy planning increasingly important.

As retirement approaches, protecting the wealth you have built and preparing to pass it on to future generations becomes increasingly important. Thoughtful tax, investment and estate planning strategies can help support these goals.

This checklist highlights several key planning considerations to keep in mind as you transition into retirement. Please don't hesitate to reach out for personalized advice.

Wealth planning checklist for seniors The following checklist outlines some common wealth planning considerations to think about as you enter retirement.