Life Events
Buying a home
A house is one of the biggest investment and financial commitment most Canadians ever make. It’s a wonderful and life changing moment for many, so it’s important to plan ahead and make sure that you and your family is financially protected with any unforeseen events.
Becoming a parent
Becoming a parent is a joyful life changing moment and the financial end of having a new baby can also be life-changing and overwhelming. Many questions will be asked such as education, health, budgeting and finances, estate planning… We can help you plan for the financial well being of your new born so that you won’t need to worry about the financial impact and be able to focus entirely on the child.
Thinking about retirement
We are all working and saving towards our retirement and nothing needs more planning and guidance for a successful retirement. Do you know what is required for you to enjoy the retirement lifestyle that you dream about? At Prudentia, we have the tools and expertise to help evaluate and provide advice that can help you achieve a well deserved retirement.
Going on a trip
“It worth more travelling ten thousand miles than reading ten thousands books.” Do you know how to take advantage of your situation to get the most benefit for your trip? We can help you plan for this eye-opening opportunity by providing you professional advice.
Starting a new job
Fresh out of university? Or changing a job? You might be a freshman to your new job, but have you thought about your health care, retirement savings, cost of living, and taxes? These elements will greatly affect your financial life quality. We can help you take care of all these burden for you, allowing you to enjoy your life instead.
Starting a business
Starting a business can always be a headache because of every element starting from your cash flow statement to the needs of the market. Certain details can be fatal to your business. We can guide you to increase your chance of building a successful business.
Starting a new life together
Meeting the love of your life is exciting, so does starting a new life with him/her, but bringing your finances together can be a challenge. Our advisors can provide professional advice on how to handle these aspects. Talk to us, discuss what you want, and we will provide you a solution.
Getting a divorce
Finances change significantly when you divorce, especially when you have kids. Do you know what to do with your house, debts, and savings? If you need support, Prudentia’s advisors are always here to help.
