Welcome to Advisorly

Advisorly AGE program and life insurance case managers

‘Our mission is to ensure that every client has the resources they need so they are prepared for aging, retirement and end of life.’

Jeremy May
Founder & CEO

Estate Guide for Executors

Sign, Mail, Notify.

Our Estate Guide assists Executors with timely notification for the estate of the deceased.

Read about the guide or contact an Advisorly case manager to find out more.

Please read our disclaimer.

Estate guide for executors

Great Reasons to use Advisorly Aging & Retirement Resources:

  • Advisorly has a certified, compassionate, and caring case management team
  • The AGE program; we use a holistic life planning system that includes assessment, portfolio and consultation
  • Advisorly insurance programs are underwritten by Assurant Life of Canada
  • Over 25 years experience in the fields of end-of-life solutions,  planning & pre-planning, health care, and insurance
  • Great business partners in Elements and House Calls Nursing