Lifestage Financial Services Inc.
Everything should be made a simple as possible, but not simpler.
What Makes Us Different?
We choose not to be everything to everyone.
Instead, we partner with a small group of great Clients. We collaborate deeply with those who have shared values, and who appreciate our unique approach, aligned interests, and transparency.
With a small Clientele, we provide each family our full consideration.
Who we service
Learn more
High net worth and affluent
Incorporated professionals
Pre-retirees and retirees
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Client testimonials
“Leaving your office, I felt exhilarated and am very excited about our family's financial future. You truly have opened my eyes and I have already begun to look at financials in an entirely different way.”
- S.F., IT Manager
“John and I really enjoyed learning more about your investment strategies and feel newly optimistic about our financial future. We are converts to the Rule of 72, and can’t wait for our doubling time to arrive! We also really value your ongoing financial advice on planning, retirement and business.”
- WM, Business owner
“ We thoroughly enjoy your candor, patience and sound advice and look forward to working with you to help us achieve our financial goals. You’ve sparked an excitement within us around the financial opportunities ahead of us and we truly can’t wait to put your advice into action”
- DF – Married professional
Stay informed
See more articleshttps://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/
了解如何：
1. 选择值得信赖的人
2. 考量必备技能
3. 规避常见误区
为家庭未来做好准备。需要指导？联系我们。
#遗产规划 #财务管理 #财务蓝图
When and how should I start drawing on my retirement savings? - MoneySense
