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
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让我们共同探讨节税型投资选择
让我们共同探讨节税型投资选择
• 降低 2025 年的应税收入
• 让您的储蓄金额在提取前享受免税增值
• 为您未来的财务健康状况投资
永明金融提供多个 RRSP 投资选项，助力您的退休储蓄持续增值：
• 共同基金
• 保证投资证书 (GIC)
• 储蓄账户
让我们聊聊如何在截止日前充分利用 RRSP 供款额度。未来的您定会感激此刻的明智选择！
• 降低 2025 年的应税收入
• 让您的储蓄金额在提取前享受免税增值
• 为您未来的财务健康状况投资
永明金融提供多个 RRSP 投资选项，助力您的退休储蓄持续增值：
• 共同基金
• 保证投资证书 (GIC)
• 储蓄账户
让我们聊聊如何在截止日前充分利用 RRSP 供款额度。未来的您定会感激此刻的明智选择！
让我们一同探索税务高效型捐赠如何与您的慈善目标与财务规划完美契合。立即预约咨询，规划您今年及未来的慈善捐赠计划。