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Squarefoot Legacy

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Your Next Chapter Starts Now

You’ve spent years building your business and managing your real estate investments, laying the groundwork for a secure retirement future. Now it’s time to celebrate the rewards of your hard work and plan for a seamless transition into retirement. Whether your goal is transferring properties inter-generationally or achieving a tax-efficient sale, your legacy deserves expert care – this is more than a transaction.

At Squarefoot Legacy, we specialize in crafting personalized real estate estate planning strategies to help you maximize your financial gains. It’s not just about the sale price; it’s about ensuring your retirement plan supports your long-term dreams.

Don’t wait—start planning today. The earlier we begin, the more options we’ll have to ensure your retirement plan includes the most tax-efficient strategies. Call now to secure your financial future and safeguard your real estate legacy!

Start today! The sooner you begin, the more options you’ll have to secure a tax-efficient sale and ensure that your real estate legacy supports your long-term goals. Call today and let’s start mapping out the best strategy for your retirement.

Investment Management

Create Value l Maximize Investment Performance l Enhance Retirement Funds

Smart Strategies for Selling

Selling your last few real estate assets is more than just listing them for sale—it’s about careful planning and timing. With the right approach, you can reduce your tax liability and maximize your post-sale proceeds.

Timing is critical, especially when considering strategies like holding a mortgage to manage your capital gains or making strategic improvements to enhance your property’s value. Whatever your situation, we’ll tailor a plan that aligns with your financial and lifestyle goals, ensuring your estate planning supports your retirement vision.

The earlier you start, the more opportunities you’ll have to explore tax-saving solutions and optimize your retirement plan. Call today to discover how we can help you achieve financial freedom while transitioning into the next phase of life with confidence!

Asset Management

Create l Maximize l Underwrite Retirement Income

Enjoy Your Freedom—We’ll Handle the Details

Retirement is about freedom, and we’re here to make the transition stress-free. Without the demands of property management, you can fully embrace the next chapter of your life.

As your trusted realtor, my role is to simplify the process of selling your real estate. From preparing your property for market to navigating complex tax implications, I’ll ensure every detail is handled with care. Whether it’s minimizing capital gains taxes or ensuring compliance with regulations, I focus on the details so you can focus on what’s ahead.

Let’s craft a personalized estate planning strategy that sets you up for financial freedom. Call me today, and we’ll create a customized retirement plan to make this exciting new chapter stress-free and rewarding. You’ve earned it—let’s make it happen together!

40+ years as a commercial realtor and 8 years as a Family Enterprise Advisor, Linda Loftus works closely with the client’s team of trusted advisors, including tax professionals and legal experts, to ensure that your real estate is positioned for the most tax-efficient sale or transfer. While I don't provide direct tax advice, I understand the importance of having it done right and guide clients accordingly. My motto is, “It’s not what I sell it for, it’s what you get to keep.” I will always strive to help you maximize the return on your property sales, ensuring that the outcome aligns with your retirement or family succession goals.

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Squarefoot Commercial Group

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241 Minets Point Road,
Barrie, Ontario
L4N 4C4

705-735-2246

hello@squarefoot.ca

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