About me

Proud owner and operator of Bradley Lifestyle Planning in Almonte, Ontario, and I’m delighted 

to help bring financial balance and organization to my clients. 

I have always had a tremendous passion for helping people make their day-to-day lives easier. 

My 35+ years of experience in the financial industry as an Investment Advisor Assistant, along 

with strong administrative and organizational skills, has helped to provide me with a valuable 

and unique perspective on establishing sense and stability around otherwise complex, confusing and challenging positions. 

When a loved one passes away or suffers ailing health issues, it’s entirely normal to struggle 

with this new reality of feeling helpless and alone, where you find yourself asking “what do 

I do now? How do I pay the bills, settle the estate or get organized in such a way that allows 

me to sustain myself?”

Consider me your peace of mind, through the entire process for as long as it takes for you to build the confidence to continue on your own. 

Bradley Lifestyle Planning assists clients with:

· Organization of personal records

· Reconciliation of finances

· Estate assistance

· Sorting and disposal of documents

· Assisting clients going through bereavement planning

· Lifestyle transitioning

· Downsizing family home

Change is never easy, but you don’t have to walk your difficult path alone. 

Together we will succeed!