At Seven Hills, we believe that true wealth goes far beyond financial prosperity - encompassing vibrant social connections, robust health, lifelong learning, and the freedom to spend your time as you choose. That’s why our SHIFT Longevity Management approach is designed to empower you to thrive in every area that truly matters.

What is SHIFT Longevity Management?

SHIFT represents five core asset classes essential to building arich, balanced life:

• Social Capital – the depth and breadth of your relationships and the impact you have on your community.
• Health – strategies and habits that prioritize prevention and wellness for a longer, healthier life.
• Intellectual Capital – continual learning and personal growth to keep your mind sharp.
• Financial Capital – sound investments and resources that fuel your dreams and security.
• Time – the freedom to spend your moments doing what you love.

Our Holistic Approach

We see asset allocation through a lens of longevity. At Seven Hills, our Seven Hills SHIFT Longevity Plan™ encourages you to invest in all five SHIFT areas, not just your finances. We have developed a comprehensive self-assessment tool to help you evaluate your progress annually together with your Seven Hills team.

Social Capital: Relationships That Enrich Life

Groundbreaking research, such as the Harvard Study of Adult Development, reveals that strong social connections are the most reliable predictor of long-term happiness and longevity - even more so than income or material wealth. Building your social capital means nurturing meaningful relationships, offering support to others, and making a positive impact in your community.

Health: The Foundation of Longevity

Health is often the most neglected aspect of wealth - many only start to invest in it after a wake-up call. By taking proactive steps today, you can enjoy more vibrant years and potentially reduce long-term healthcare costs. Prioritizing preventive health measures is an investment that pays dividends for both your quality of life and your finances.

Intellectual Capital: Lifelong Learning, Lasting Benefits

Studies indicate that lifelong learners reduce their risk of Alzheimer’s and other dementias by up to 47%. According to Health Psychology, individuals who live with purpose and continue to learn actively are 30% more likely to maintain excellent physical and mental health well into their 80s and beyond. Intellectual capital is not just about knowledge - it’s about staying engaged, curious, and adaptable.

Financial Capital: Security and Choice

While wealth is more than money, financial capital remains vital. It provides confidence, stability, and the freedom to pursue your goals. A strong financial foundation lets you navigate life’s transitions and unexpected events with assurance, while actively working toward your aspirations.

Time: The Ultimate Currency

True wealth gives you “time affluence” - the ability to spend your time on meaningful pursuits and experiences. Managing your time wisely ensures that you can enjoy the fruits of your investments in all areas of SHIFT.

Ready to Invest in True Wealth?

At Seven Hills, we’re committed to guiding you toward a future where health, happiness, and prosperity are intertwined. With the SHIFT Longevity Management approach, your plan for wealth will be as dynamic and multifaceted as your life. Let us help you invest in what matters most - for today, tomorrow, and years to come.

For more information on our Redefining Wealth Workshops, please email us at info@sevenhillscapital.ca.