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
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High net worth and affluent
Incorporated professionals
Pre-retirees and retirees
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Looking at retirement
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
Affluent and legacy driven
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
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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The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
