Practical Tools and Wealth-Building Advice for The Sandwich Generation.

Imagine living a worry-free lifestyle, where you can care for your  parents and loved ones, while simultaneously building generational wealth.

 

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WELCOME TO THE CLUB!!

Whatever journey you're on, or whatever personal struggles you're facing as someone in the Sandwich Generation, we hope you find value in the insights, tools and interviews that we've curated for you.

Charlene Williams-Arruda + Greg Parker

Co-Hosts, Smart Money podcast & Award-Winning Real Estate Agents in Toronto.

Who is the 'Sandwich Generation?' 

If you are a middle-aged adult that is caring for elderly parents, as well as your own dependent children and young adults, we are talking to you!

We aim to brighten your outlook on the future, by opening up access to information, tools and resources to help you better care for your parents, your kids, and most of all - yourself.

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Smart Money Conversations
Find a professional to help you plan for increasing healthcare costs
2:31
 
Smart Money Conversations
Speak openly about money: Financial education for the next generation
4:19
 
Smart Money Conversations
What the new mortgage rules mean for affordability and the market
4:37
 
Go to our YouTube Channel

If you own your own home, you're probably richer than you think. Let's discuss your options.

 

Yes, I want to retire comfortably

 

Our mission from day one has always been to give the Sandwich Generation comfort and reassurance that we understand their struggles, give clarity on the options available to them, and provide the insights and information to make wise financial decisions that will benefit them and their families for generations to come.

 

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OUR PARTNERS...

What if you could have more quality family time with the people that matter most?

 

Yes, I want to live close to my family

Welcome to the Podcast for fresh perspectives on wealth + real estate.

Every episode of the Smart Money podcast is filled with the insights and tactics you need to thrive in the Sandwich Generation. Impactful conversations and interviews to bring you real value and help you create a better life.

How can parents and grandparents help grandchildren pay for their education? RESPs are a great option, but what if you've missed that boat? Find out smart ways to gift financial assistance to young adults to give them the boost they need.

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Yes, I want to pay for my family's education

Give your family a life worth living, and make memories that will last a lifetime.

 

Yes, I want the freedom to travel

Hot Topics:

What if you could grow your family's wealth for generations, and secure their futures?

 

Yes, I want generational wealth

 

As award-winning REALTORs in Toronto, we've been helping our clients to build and secure their wealth through real estate for years.

Contact us today, to find out how we can do the same for you.

 

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Use your real estate to enjoy the financial freedom that you and your family deserve.

 

Yes, I want more information

How to Prep 'n Sell a Challenging Property

 

Time & Date are to be Determined

Agenda and discussion topics to follow. Stay tuned for more information.

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Financial Freedom: Tapping Into Your Home's Equity

 

Time & Date are to be Determined

Agenda and discussion topics to follow. Stay tuned for more information.

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Getting a Jump Start: Real Estate for Young People

 

Time & Date are to be Determined

Agenda and discussion topics to follow. Stay tuned for more information.

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Considering gifting money to your kids or grandkids to help them get into home ownership?

 

Yes, I want to help them buy a house

Downsizing + Aging In Place

Are you an empty-nester, or is your family home getting to be just a little too much for you to manage? Downsizing, rightsizing, or aging in place are options that we can help you, and your loved ones, to navigate.

Real Estate Investing

Investing in real estate takes many forms, and we have been successfully guiding our investor clients for years. We will work with you to create a formal investment plan that suits your needs, budget and timeline.

Gifting to Children + Grandchildren

Providing a financial boost to children or grandchildren, is something that many seniors and those in the sandwich generation have the ability to do. Our team of professionals can help access your equity.

Multi-Generational Living Options

There are times when caring for elderly parents, while supporting your own children, necessitate communal living accommodations. We can assist with finding you a suitable property, and/or plans for retrofitting an existing property.

Traditional Property Estate Sales

We can connect you with our estate specialists to properly plan and clear the estate. And help you prepare and sell that estate property when the time comes. Having professional advice is essential every step of the process.

Liquidating Surplus Assets

When elderly parents move into assisted living accommodations, or pass away and leave behind a vacant property, we will help you to understand it's current value, options for managing that property, or execute the sale.

You worked hard. You saved your pennies.

And you dreamt of the day that you would be able to show them why it was all worth it.

 

Let's Connect

Have questions? Let's talk.

Click below to book your free, no-obligation consultation today.

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