- +1 (905) 288-7185
- information@whitephoenix.co
- Toronto, Ontario, Canada
We support your legal and financial Estate Planners with from referrals to assisting with asset transfers to management of your important documentation, our team ensures that every step reflects your wishes.
We work with your chosen legal and financial representatives to put an asset transfer plan in place. Our team simplifies the process of asset transfer working with you, your family and your representatives, to reduce legal and financial complexities.
We ensure every detail is accounted for, organizing and managing essential documents with care. We work with you to ensure you and your family sign, co-sign and safe-guard all essential documentation so that when needed you have a clear plan and access to all essential documents.
Making the Move Easier with Expert Guidance. We’re here to simplify the transition to retirement living. Our team supports every aspect, from finding the right home to managing move and downsizing logistics.
We work closely with families to identify the ideal retirement residence for their loved ones. We schedule appointments and are available to attend tours with individuals or on behalf of families.
Our experts handle every detail, including packing, moving, and setting up the new residence. We stay involved to ensure a smooth transition and provide support after the move.
Advocacy and Support for Seniors’ Rights. White Phoenix Advisors supports our clients and their families providing resources and representation to help navigate complex decisions.
We work with healthcare providers to advocate for seniors’ rights and best interests. We send an accompanying healthcare professional to appointments to provide notes and feedback to family members as well as supporting providers as advised.
Our team provides third party non-beneficiary assistance consolidating accounts and services as well as safe guarding access to personal information. We offer consolidation support of assets and documents and ensuring transparency to ease of transition from individuals to families.
At White Phoenix Advisors, we specialize in providing comprehensive health and administrative advocacy services. Our mission is to guide you through the complex processes involved in transitioning for the future, ensuring peace of mind for you and your loved ones knowing that a clear plan is in place and practice.
