Tax Smart Financial Planning
Lifecycle Wealth Plan
Transition & Retirement Planning
Estate & Philanthropic Planning
Best In Class Insurance Solutions
Proactive Risk Management
Term, Whole or Universal Life Insurance
Critical Illness Insurance
Professional Investment Management
High Quality Private Alternative Investments
Customized Managed Solutions
Comprehensive Tax-Efficient Strategies
We use best in class insurance and high quality private investments which aligns with tax and business strategies to develop your Lifecycle Wealth Plan and create more wealth for you and your family.
We are a tight-knit team of professionals with over 80 years of combined experience. Together, we provide business owners and high-net-worth Canadians with the best-in-class solutions they need to grow their businesses and build their wealth. The result is peace of mind for our clients, knowing the risks are being managed, the opportunities are not being missed and that their lifestyle both now and into the future is secure.
Proud Members of
“This team of professionals has figured out how to use a multi corporate structure to significantly lower my taxes, both while I practice and when I retire. Perhaps it can work for you?
Furthermore, I must mention that the team of "Lifecycle Wealth" has been instrumental over the past six years in planning my five year practice transition. What is comforting is the fact that I can now retire and maintain my existing lifestyle that we all have worked so hard to achieve. Do not give up this opportunity; you will be impressed."
Dr. John Doucet, Retired Orthodontist
Niagara Falls, Ontario