it's all about you!!
Helping you protect your family with effective legacy planning!
How Can I Help You?
Your Family
Your Retirement
Your Retirement
Whether you're caring for children or aging parents, we'll collaborate to ensure your family financial protection is in place, allowing you to feel secure about your legacy planning and retirement planning for both now 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 and help you visualize the legacy planning that will shape your future retirement life.
Your Connections
Your Connections
Your Connections
Spending time with friends provides an opportunity to reflect on life and current events, sparking dialogue on causes that matter most to you, including family financial protection and legacy planning. We'll work together to help you provide support to organizations or charities of your choice while also considering your retirement planning.
Your Life
Your Connections
Your Connections
Your life is fast! Your life is crazy! Let me take the worry away from you by managing your family financial protection, retirement planning, and legacy planning so that you can truly enjoy your life!
About Ken Livy, CLU®, CHS™, SMCP®
Who is Ken?
Ken gained tremendous experience dealing with finances and planning in the corporate world as a Manager for over 20 years. He began his career in financial planning in 2014, focusing on family financial protection and retirement planning, and in 2018 he started Livy Financial Planning Inc. His expertise also includes legacy planning. He lives with his wife and two children in Tavistock.
Contact Us
It's never too early or too late to start thinking about your legacy planning and what that means for your family financial protection. Share your goals and dreams with me, and I will help you create 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
