A unique element of Viive Planning’s model is our roster of Trusted Partners, who are experienced professionals in their field. They are integral to the entire planning process, both before death and after, and ensure that each family can obtain the services they desire and require.

We have separated our Trusted Partners into three categories: Core, Ancillary and Well-being. We believe that all of the different types of service providers that can aid in ones aging and/or end-of-life journey are of great importance. However, each client will only require certainTrusted Partners to help them through their journey. We have categorized our Trusted Partners to ease our clients in understanding the significance of each category to a period of their life.

Core Trusted Partners are the types typically associated with traditional estate planning.

Ancillary Trusted Partners aid their clients with the steps and stages that typically come after working with Core Trusted Partners.

Well-being Trusted Partners are engaged to work with clients and their families, typically around the dynamics of family, grief and aging support.

Core

Candice Jay

Candice Jay

Investment Professional
Cindy Marques

Cindy Marques

Certified Financial Planner
Denise Edwards

Denise Edwards

Certified Financial Planner
Epilogue

Epilogue

Online Will-drafting Platform
Estateably

Estateably

Estate Administration Software
Laroux Peoples

Laroux Peoples

Wills & Estate Lawyer
Plan Well Guide

Plan Well Guide

Serious Illness Planning Tool
Spring Financial Planning

Spring Financial Planning

Advice-only Financial Planners
Think Accounting

Think Accounting

Accountants

Ancillary

Anna Xayavong

Anna Xayavong

Real Estate Broker
Markham-Richmond Hill
Eirene Cremations

Eirene Cremations

Cremation Services
Kim Milson

Kim Milson

Mortgage Agent
Peter Graceffa

Peter Graceffa

Insurance Broker
Sharon Parenteau

Sharon Parenteau

Real Estate Agent
Markham-Richmond Hill-Stouffville
Ted Neal

Ted Neal

Real Estate Agent
Toronto
Vivien Sharon

Vivien Sharon

Real Estate Broker
Toronto

Well-being

Andrea Kwan

Andrea Kwan

Grief Counsellor
Artist Development Studio

Artist Development Studio

Legacy Preservation
Elizabeth Hyde

Elizabeth Hyde

Family Mediator
Linda Stuart

Linda Stuart

Life Cycle Celebrant
No Story Lost

No Story Lost

Legacy Preservation
Wishstone

Wishstone

End-of-life doulas