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A huge welcome to our newest advisor, Ian Johnston, who is joining our team this week! Ian completed his Finance degree from Lake Superior State University in Michigan, while playing Division I NCAA hockey. Since graduating, Ian has achieved his Chartered Financial Analyst (CFA) designation, and has experience working with Canadian businesses on their international growth and expansion strategies. Looking forward to the future!
A huge welcome to our newest advisor, Ian Johnston, who is joining our team this week! Ian completed his Finance degree from Lake Superior State University in Michigan, while playing Division I NCAA hockey. Since graduating, Ian has achieved his Chartered Financial Analyst (CFA) designation, and has experience working with Canadian businesses on their international growth and expansion strategies. Looking forward to the future!
Happy Holiday's from Lifeease Financial! Celebrating with current team members and some from the past. Enjoy the time with family and friends and we look forward to seeing everyone in the New Year!
Happy Holiday's from Lifeease Financial! Celebrating with current team members and some from the past. Enjoy the time with family and friends and we look forward to seeing everyone in the New Year!
Lifeease Financial was proud to attend Upstream Community Mental Health's 40th Celebration last night. Lifeease was able to raise over $3,000 and Upstream has raised over $10,000 for the community. A great cause!
Lifeease Financial was proud to attend Upstream Community Mental Health's 40th Celebration last night. Lifeease was able to raise over $3,000 and Upstream has raised over $10,000 for the community. A great cause!
Lifeease was at Sun Life's Learning Retreat 2025, focusing on tax planning for business owners and pre retirees. Our team is making sure we are up to date on CRA rules and requirements to ensure more efficient use of dollars and more in your pocket!
Lifeease was at Sun Life's Learning Retreat 2025, focusing on tax planning for business owners and pre retirees. Our team is making sure we are up to date on CRA rules and requirements to ensure more efficient use of dollars and more in your pocket!
A big thank you to everyone for joining us on Saturday at ValleyView Little Animal Farm. It was great to see everyone and meet various friends and family. We were also able to raise $1,680 for Upstream Ottawa Mental Health Community Support, which makes the day even more successful.
A big thank you to everyone for joining us on Saturday at ValleyView Little Animal Farm. It was great to see everyone and meet various friends and family. We were also able to raise $1,680 for Upstream Ottawa Mental Health Community Support, which makes the day even more successful.
A mix of business and leisure this past week with the Lifeease team. Great sessions on financial planning, investment management, and maximizing our client service model with some of the brightest minds in the industry. Now back to work!
A mix of business and leisure this past week with the Lifeease team. Great sessions on financial planning, investment management, and maximizing our client service model with some of the brightest minds in the industry. Now back to work!
Happy Holiday's from our team and see you in 2025!
Happy Holiday's from our team and see you in 2025!
Thanks to your support, Lifeease Financial was able to provide a Fun Center through Starlight Children's Foundation Canada to Children's Hospital of Eastern Ontario (CHEO) this month. This fundraising took place during our Ottawa Titan's baseball game earlier this year. Thank you to all for making a difference!
Enjoying each others company today with an Moroccan team lunch. Our office is fueled to help you achieve your financial goals and we are a phone call away!
Enjoying each others company today with an Moroccan team lunch. Our office is fueled to help you achieve your financial goals and we are a phone call away!
A nice market update from Fidelity Investments last Friday preparing our team for how the upcoming Federal election and interest rate cuts will impact the market in the next 12 - 24 months. Our team is staying up to date to keep our clients be prepared and navigate this environment to reach their goals!
A nice market update from Fidelity Investments last Friday preparing our team for how the upcoming Federal election and interest rate cuts will impact the market in the next 12 - 24 months. Our team is staying up to date to keep our clients be prepared and navigate this environment to reach their goals!
Our team celebrated being the #1 Sun Life office in Ottawa for the first quarter of 2024 last night. Always nice to take a step back and enjoy each others company, after finishing RRSP and tax season for the year. We are here to continue to serve our clients and continue to provide value!
Our team celebrated being the #1 Sun Life office in Ottawa for the first quarter of 2024 last night. Always nice to take a step back and enjoy each others company, after finishing RRSP and tax season for the year. We are here to continue to serve our clients and continue to provide value!
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.