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Financial Education & Expertise to Navigate Life's Transitions

Providing individuals, groups, & employee services needed to navigate the 4Ds of life: Death, Divorce, Disability, & Decision

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How can we help?

WHAT services do you need?

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 We offer services for CAREPLANNERS, PREFERRED PROVIDERS, & WORKPLACES (Employee Services)

 
· WORKSHOPS & TRAINING Our Top 3 Workshops are: -> What to Expect... When You Never Expected! -> Building Your Legacy: How do you want your story told? ->Navigating the 4 D's: Death, Disability, Divorce, & Decision *** Customized workshops can be designed based on specific company/group needs


· COORDINATION SERVICES We offer personalized planning, coordination, advocacy, & implementation services by qualified & designated Certified Financial Planners (CFP® ), Chartered Financial Divorce Specialists (CFDS), & Certified Executor Advisors (CEA®) .


· CORPORATE SERVICES EAP (Employee Assistance Plans), HR/Employee services, Company Presentations & Workshops, Financial Education, Educational & Wellness Seminars, value-added service for professionals (we meet with clients at your facilities)


Make 2019 YOUR Year of ACTion!

Advice, Connections, & Training

Confident Careplanners Inc. provides the Education & Expertise you need to help you succeed!

WHY Confident Careplanners Inc.?

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We are a one-stop coordination service between you, the Careplanner, and the service providers or resources you need for you and your loved ones.


You may not know what to do,
where to go, or how to get the help you need so we take away some of the stress & overwhelm by guiding you to:


  • get your ACTION PLANS in place,
  • connect you to the RIGHT PROVIDERS,
  • and GET IT DONE when you can't do it yourself!

OUR MISSION is to make sure that Careplanners get quality advice & services in a way that is affordable & accessible to ALL families (no matter where you live)!



ARE you a Careplanner?

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Have you (or will you be):

· The primary CAREGIVERfor a family member or friend?

· A KEY DECISION MAKER for a loved one

· A POWER OF ATTORNEY?

· An EXECUTOR for an estate?

Then you are part of the growing group of individuals we call CAREPLANNERS and we're here to help!

 
 

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Make 2019 YOUR Year of ACTion!

Confident Careplanners Inc. provides

Advice, Connections, & Training

so you can be more confident in your Careplanner role.

Call, Text, or Email ~ we're here to help!

Confident Conversations & Planning

Contact Us

We're Here To Help! Contact us below or call: 226-979-3162 / email: info@confidentcareplanners.com

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Watch for our upcoming events & workshops!

 

Fri Jun 7th 11am - 3pm

Evergreen Senior Center Guelph

Retire In Style Information Fair

Are you retiree (or senior) and looking to learn more about all the organizations & services available in the community to keep you active, healthy, & and living your best life?

Come on out & see all the great resources available.

https://guelph.ca/event/retire-style-information-fair/


Want to be notified of upcoming events?
Subscribe to our newsletter.

Confident Careplanners Inc - Proudly Canadian (HQ)

400 Tower Street South #6, Centre Wellington, Ontario N1M 2P8, Canada

226-979-3162

Location & Hours

Today

Closed

Confident Careplanners Inc. is a federally incorporated company currently expanding across Canada.


We conveniently come to you or can connect through the use of technology.


Our goal is to make the process as simple & accessible as possible so it's one less "WHOA" to worry about!


TO BOOK A CONSULTATION OR WORSHOP

call 226-979-3162 or email info@confidentcareplanners.com