LKA Financial Services Ltd.
Area(s) served: Southern Alberta, Kootenay Region in British Columbia
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Financial planning in Lethbridge, Alberta
Whether you are just getting started in your investment journey, growing your business or nearing retirement we can help. Our established team has experience working with people from all walks of life. We’re proud to offer a full spectrum of services through customized one-on-one service. We aim to build Client relationships based on reassurance and accountability. This helps prevent emotional or reckless decision-making.
When working with us, you’ll notice we take a flexible and cohesive approach. This means, you’re not reliant on just one advisor, but our entire team. Efficiency and dependability are our main priorities while offering a clear map of your big picture goals.
If you’re looking for a financial planning experience where you can engage in the process, you’ve come to the right place. We’re partners in your financial success. You can rely on us to have your best interests at heart throughout your life.
As a fundamental part of the financial services in Lethbridge since 2002, we’re proud to serve our local community and beyond. We offer in-person appointments for Clients located nearby. We also offer virtual appointments for Clients throughout southern Alberta and the Kootenay Region in British Columbia. Contact our office to get started.
Products and services
For individuals
Affluent and legacy driven
Business owners
Stay informed
See more articles1. You’ll miss out on the advantages of compound interest.
2. You'll have to pay tax on your RRSP withdrawals.
3. You’ll permanently lose RRSP contribution room.
If you need cash to deal with an unexpected expense, reach out and we can figure out the right strategy for you.
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1. Have my financial goals changed?
2. Do I have a diversified portfolio?
3. How comfortable am I with risk?
You may be better off staying the course and sticking to your original plan if: Your goals haven't changed, and You have a diversified portfolio. Remember, history tells us that markets grow over the long term. Still worried? Let’s chat.
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#nextgeneraton #estate #lka #lkafinancial #lethbridge #tql #southernalberta
Office information
