Financial Planning Checklist for Seniors

Jul 20, 2019 | Stephanie Woo


There are many tax, investment and estate planning strategies available throughout an individual's lifetime, but there are also some that are more relevant for seniors or that apply specifically to those age 65 and over.

Review this checklist and feel free to share with those you care about.

Financial Planning Checklist for Seniors

To learn more about how this might affect you or to review how our team can help you and your family prepare for a successful retirement life, contact Stephanie Woo at 604.257.3234 or