Adult children, parents, and friends are there to support each other through life transitions, positive and difficult ones, planned or unplanned. Parents wish to support their children through the good as well as challenging times. Children want to be ready to support their parents through natural aging, life events, or illness. By planning for the unplanned, and, building a team of advocates, it is possible to ensure continuity and consistency in the management of financial, physical and mental affairs.  

Marc will introduce you to the PACT (Plan-Activate-Communicate-Transition) planning framework, which will allow you to live with peace of mind, knowing your affairs are well organized, communicated and ready for transition to trusted advocates.

We hope that you'll join us for this informative event and take the first step in effectively planning for yours and your loved ones' futures.

Marc has helped many families including his own, plan for and deal with the inevitable changes in life,  triggered by aging or unplanned events. These experiences have enabled him to crystallize an approach, in everyday language, to maintaining continuity in financial affairs and personal care.

Among many publications, Marc was featured in the Globe & Mail, in Rob Carrick's Q&A interview: "Thoughts for people who love managing their money, but worry about advancing age".