Downsizer's Planning Workshop

Join our team for a practical workshop to help you create a clear, coordinated downsizing plan tailored to your readiness stage.

Date, Friday, May 30

Location, The Red Barn, Baie D’Urfé

Format, seated classroom, tables for worksheet completion

Time: 12 pm to 4 pm

Capacity: 75 participants

Is your home still serving your life?

If you’ve been thinking about downsizing, most of the stress comes from one thing: doing the steps in the wrong order. People get stuck, overspend, rush decisions, or fall in love with their next home before putting together a market-readiness plan for their current home. We call that the Rush Trap.

This workshop introduces a different way to think about downsizing. Not as a transaction, but as a well-planned life transition.

What you’ll leave with:

• A Downsizer Game Plan Worksheet you can actually use
• A clear 7-step Roadmap to move once, reduce chaos, and protect your net proceeds
• A decision-ready sequence for your situation (Sell-then-Buy or Rent, Buy or Rent-then-Sell)
• A coordination plan, outlining who does what, and when, using pre-vetted local service providers

What we’ll cover (the 3-part framework)

Clarity

What you want next, your ideal timing, your non-negotiables, your financial considerations, and your risk tolerance.

Sequence

What comes first, and why sequencing is the hidden lever in a smooth downsizing move.

How to choose the right path for your timeline and local market reality.

Common mistakes that cost time, money, and peace of mind.

Coordination

How we quarterback the moving parts: decluttering, inspections, contractors, movers, notaries, and estate planning support

How to avoid “death by 1,000 decisions” with a simple plan and the right team.

Who this is for

• West Island homeowners (typically 55+) who are considering downsizing in the next 6–36 months.
• Adult children (typically 50–60) helping a parent plan a move
• Anyone who wants a plan before they feel forced by health, maintenance, finances, or life changes.

Who this is not for

If you’re looking for listing presentations or sales pitches, this isn’t that

If you want “market gossip” without building a plan, you’ll be bored

What to bring

• A pen
• Your best guess at an ideal move window (even if it’s wide)
• If you’re comfortable, bring a rough sense of your current monthly carrying costs (optional)

Step 1: Take the 3-minute Downsizer Readiness Assessment

Step 2: Register for the May 30 workshop

Step 3: Book your 30-min Game Plan Review to refine your sequence and next steps