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Lifestyle

SPM Financial | May 13, 2025

Aging in place: Financial planning for comfort, care and control

Lifestyle

Retirement

Staying in your home as you age has become an increasingly popular choice over institutional care options, but comes with unique challenges and considerations.

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Insurance products, including segregated fund policies, are offered through SPM Financial, and Mike Sheffar, Tim Potter, Keith Muchan, Matt Churchill, Tim Faught, Chad Dawson, Lewis Kent, Steve McVittie, Steve Stewart, Shayne McVittie, Andrew Muchan, Brian Sabourin, Jack Sheffar, Dylan Samways, John Caraher, and Stephanie Whitty offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd. as applicable.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

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