Expert Financial Planning Services for Your Family's Future
Helping ensure your family's financial protection through effective legacy planning and retirement planning!
How Can I Help You?
Your Family
Your Retirement
Your Retirement
Whether you're caring for children or aging parents, we'll work together to ensure your family's financial protection is established, giving you peace of mind about your legacy planning and retirement planning for both today and the future!
Your Retirement
Your Retirement
Your Retirement
You're working hard and saving what you can for your family's financial protection. Together, we'll engage in effective retirement planning while helping you visualize the legacy planning that will shape your future retirement life.
Your Connections
Your Connections
Your Connections
Spending time with friends provides the perfect opportunity to reflect on life and current events, sparking discussions on important causes such as family financial protection and legacy planning. Together, we’ll explore ways to support organizations or charities that resonate with you while keeping your retirement planning in mind.
Your Life
Your Connections
Your Connections
Your life is fast and crazy! Let me take the worry away by managing your family's financial protection, retirement planning, and legacy planning, so you can truly enjoy your life!
Ken Livy, CLU®, CHS™, SMCP®, Chartered Financial Planner®
Who is Ken? When I'm not helping my clients reach their retirement goals, I am spending time with my family, going on hikes, weight training daily to maintain my health, and looking forward to leisurely times at the family cottage.
Contact Us
It's never too early or too late to start considering your legacy planning and how it impacts your family financial protection. Share your goals and dreams with me, and I will assist you in creating a plan that aligns with your retirement planning aspirations.
Livy Financial Planning Inc.
Carte Financial Group, 2680 Skymark Avenue, Suite 1000, Mississauga, ON, L4W 5L6 Canada
(226) 791-0285 | 1-866-84-CARTE (22783) ken@livyfinancialplanning.com ken.livy@cartewm.com
Hours
Monday - Friday: 9am - 9pm
Saturday - Sunday: By appointment
