Build Your Team for Life Transitions

We are all living longer, with a significant likelihood of some reduction in our ability to operate independently, caused by natural aging, life events, or illness.  By planning for the unplanned, and, building a team of advocates, it is possible to ensure continuity and consistency in the management of financial, physical and mental affairs.  

Marc introduces the PACT (Plan-Activate-Communicate-Transition) planning framework, allowing all to live with peace of mind, knowing affairs are well organized, communicated and ready for transition to trusted advocates.

Marc is the author of Advocacy In Aging (www.AdvocacyInAging.com ), a book about estate and healthcare planning for the living years.

Marc has helped many families including his own, plan for and deal with the inevitable changes in life,  triggered by unplanned events or aging.   These experiences have enabled him to crystallize an approach, in everyday language, to maintaining continuity in financial affairs and personal care.

Among many publications, Marc was featured in the Globe & Mail, in a Q&A interview with Rob Carrick titled “Thoughts for people who love managing their money, but worry about advancing age”

Marc, a  father of 3 boys, lives in Ottawa, and is an avid skier and loves the outdoors.