Individuals and Families

Whether you are a working professional, growing family or getting ready to retire and focus on enjoying life, Blackwell Financial is ready to work with you. 

  • Are you concerned what would happen if you went from a dual-income household to one?

  • Have you considered whether you are saving enough and can afford to maintain your expenses if you get disabled?

  • What kind of lifestyle do you want to have when you retire and what legacy do you want to leave behind for future generations?

These are questions we help our clients answer and have seen the impact on clients when we confirm that they already have or can achieve financial security.

Blackwell Financial can work with you on a number of different financial areas including:

  • Locked-in Retirement Accounts (LIRA)

  • Registered Retirement Income Funds (RRIFs)

  • Estate Protection

  • Charitable Giving and Legacy Building

  • Budgeting

  • Income Replacement

  • Education funding (RESPs)

  • Purchasing a Home or Investment

  • Retirement Planning

Let's have a conversation about your needs and wants and discover how we can work together! Click on Discover Blackwell to complete a brief Financial Needs Analysis and share information about yourself and what you are looking for in an Advisor.