Next Chapter Lifestyle Advisors

www.nextchapterlifestyleadvisors.com

Next Chapter Lifestyle Advisors is a dynamic and experienced team of retirement lifestyle planning professionals who believe that planning for the non-financial aspects of retirement– the physical, mental, social, and emotional – is imperative for a happy and successful “next chapter.” We believe your lifestyle plan needs to be coordinated with your financial plan. We support financial advisors to educate, inspire, and guide their clients to design and implement their lifestyle plans so they can truly say this is the best time of their life. We provide one-on-one coaching to people who are close to retiring or have recently left the career phase of their life. We help them move through the transition and build happy and fulfilling lives in their next chapter. The co-founders, Susan Latremoille and Marianne Oehser, bring uniquely diverse and complementary backgrounds to this venture. Susan was a highly successful wealth advisor for 35 years. She saw many of her clients retire with more than enough money only to struggle adjusting to their new life. After selling her practice at the end of 2019, she partnered with Marianne who has a decade of experience as an expert in helping people live happy and fulfilling lives, especially as they move beyond their careers.

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Next Chapter Lifestyle Advisors is a dynamic and experienced team of retirement lifestyle planning professionals who believe that planning for the non-financial aspects of retirement– the physical, mental, social, and emotional – is imperative for a happy and successful “next chapter.” We believe your lifestyle plan needs to be coordinated with your financial plan. We support financial advisors to educate, inspire, and guide their clients to design and implement their lifestyle plans so they can truly say this is the best time of their life. We provide one-on-one coaching to people who are close to retiring or have recently left the career phase of their life. We help them move through the transition and build happy and fulfilling lives in their next chapter. The co-founders, Susan Latremoille and Marianne Oehser, bring uniquely diverse and complementary backgrounds to this venture. Susan was a highly successful wealth advisor for 35 years. She saw many of her clients retire with more than enough money only to struggle adjusting to their new life. After selling her practice at the end of 2019, she partnered with Marianne who has a decade of experience as an expert in helping people live happy and fulfilling lives, especially as they move beyond their careers.

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Country

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City (Headquarters)

Toronto

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Employees

1-10

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Founded

2020

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Potential Decision Makers

  • Co - Founder and Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Co - Founder and Partner

    Email ****** @****.com
    Phone (***) ****-****

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