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
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以下是一份值得考虑的秋季行动计划：
• 出售价值下跌的资产，抵消已实现的收益 📉
• 向个人免税储蓄账户 (TFSA) 存入最高允许金额 💰
• 评估慈善捐赠策略🎁
• 研究分开报税的机会👥
• 考虑为家庭成员申请规定利率贷款 💸
切勿心存侥幸，别将自己辛苦赚来的钱交给运气。让我们携手合作，制定符合您当前目标的个性化年终税务优化策略。请谨记，微小的选择可能会对您未来的财务状况产生重大影响。请立即联系我们。
#税务规划 #加拿大永明金融
以下是一份值得考虑的秋季行动计划：
• 出售价值下跌的资产，抵消已实现的收益 📉
• 向个人免税储蓄账户 (TFSA) 存入最高允许金额 💰
• 评估慈善捐赠策略🎁
• 研究分开报税的机会👥
• 考虑为家庭成员申请规定利率贷款 💸
切勿心存侥幸，别将自己辛苦赚来的钱交给运气。让我们携手合作，制定符合您当前目标的个性化年终税务优化策略。请谨记，微小的选择可能会对您未来的财务状况产生重大影响。请立即联系我们。
#税务规划 #加拿大永明金融
https://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
