Compassionate Financial Guidance
For Life After Loss
Find clarity, regain confidence, and feel supported every step of the way.
Welcome
At Empowered Path Wealth Planning, we understand how overwhelming it can be to manage your finances after the loss of a spouse or partner. Whether you’re dealing with new responsibilities, an inheritance, or simply trying to understand where to begin, we’re here to help.
This isn’t just about money – it’s about finding your footing again, building confidence, and knowing you don’t have to do it alone.
Who We Help
We work with individuals who are facing major financial transitions due to the loss of a partner, as well as the adult children and extended family members who step in to support them.
If You’ve Lost a Partner
You may be:
- Newly responsible for managing finances
- Navigating decisions about pensions, real estate, or investments
- Unsure who to trust with financial advice
- Overwhelmed by well-meaning input from family and friends
- Seeking clarity on how to move forward with peace of mind
If You’re Supporting a Loved One
You may be:
- Stepping in to help a parent or relative navigate complex
financial decisions - Juggling your own career, family, and finances while
providing support - Unsure how to guide a loved one without overstepping boundaries
- Looking for trusted, professional advice to ease the burden
of caregiving - Wanting peace of mind that your family is making sound, long-term decisions
We’re here to help both individuals and families navigate these transitions with clarity, confidence, and compassion.
How We Help
We’ve designed a five-stage planning program to walk with you through this new chapter:
Reflect & Recognize
Reflect & Recognize – We help you organize and understand your current financial picture.
Review & Reassess
Together, we evaluate your income needs, estate documents, and assets.
Envision & Design
We create a customized financial plan aligned with your goals.
Implement & Secure
We help you take action
with confidence.
Adapt & Thrive
We provide ongoing support as your needs evolve.
We’re here to help you move forward – one step at a time.
What We Offer
- Full Financial Planning
(cash flow, retirement, estate, and investment strategy) - Support managing inheritances and legacy planning
- Investment planning for income and confidence
- Pension guidance and survivor benefit support
- Ongoing check-ins to adapt your plan as life changes
What to Expect
We believe in building relationships rooted in compassion and clarity. When you work with us, you can expect a safe, supportive space where you’re encouraged to ask questions and make informed decisions. We prioritize clear communication, free of jargon, so you always feel confident and understood. Our guidance is tailored to your needs – we offer personalized advice rather than pushing products. We understand that everyone’s journey is different, so we move at a pace that respects where you are emotionally and financially. We’re also happy to collaborate with the professionals already in your life, such as accountants or lawyers. Our role is to support and complement the work that’s already in place, not to replace it.
You don’t have to do this alone. Let’s walk the path together.
Let’s Connect
If you’re ready to take the next step, or even if you’re just gathering information, we invite you to reach out.
Financial advice, Financial planning in the areas of financial management , risk management , asset management, estate planning, tax planning, retirement planning, insurance products, including segregated fund policies are offered through The PREC Planners/ JoAnne Marting Financial Planning Inc. Advisors offer mutual funds and referral arrangements through Quadrus investment services Ltd. Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission. The use of email is not a secure medium and personal information should be transmitted by more secure means. 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. The information on this website is intended for residents of ON, only.