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Why Should Business Owners Have Critical Illness Insurance
By Laura Fitzsimons Critical illness insurance is designed to provide financial protection to business owners in the event of a serious...
Jan 24, 2024


Optimizing Wealth Management Strategies for Business Owners
By Laura Fitzsimons Dear Business Owners, I hope this message finds you well. As we navigate the evolving landscape of tax regulations,...
Dec 9, 2023


Enhance Your Business's Financial Health with Corporate Life Insurance in Canada
By Laura Fitzsimons We are excited to bring to your attention a strategic financial opportunity that is often underutilized yet...
Dec 8, 2023


How to Thrive as a Mother and Wealth Advisor
By Leo Almazora Second-generation woman advisor speaks out on her experience as a new mom, and why work-life balance can't be done solo...
Oct 24, 2023


The Road to Early Retirement for Business Owners: Harnessing Insurance and Investment Solutions
By Kaylin Fitzsimons Introduction The prospect of early retirement is an alluring thought for many business owners. However, achieving...
Aug 28, 2023


Are You Prioritizing Tax-Efficiency In Your Financial Plan?
By Kaylin Fitzsimons Here Are Three Tax Strategies for High-Net-Worth Professionals Introduction Most high-net-worth (HNW) professionals...
Jul 14, 2023


Is It Time To Sell Your Business?
By Tim Leonard When you first started your business, you may not have imagined ever reaching the stage where you would be able to sell...
May 1, 2023


Case Study: Why Entrepreneurs Should Get Serious About Mitigating Risk Through Insurance
By Tim Leonard & Laura Fitzsimons Entrepreneurs are constantly seeking ways to invest in their businesses and their financial futures....
Apr 18, 2023


Business Owners Ready to Cut Your Mortgage Interest Payments in Half?
Updated: Mar 29 If you have a large mortgage, you’ve seen your interest payments skyrocket in 2022. The good news is that we offer a...
Mar 13, 2023


Why It’s a Mistake for Business Owners to Invest in an RRSP
By Kaylin Fitzsimons Don’t get us wrong, registered retirement savings plans (RRSPs) are great for employees and business owners who have...
Jan 30, 2023


Importance of Critical Illness Riders With Lump-Sum Payouts (Video)
By Laura Fitzsimons As a business owner, you likely shoulder the burden of a number of responsibilities at work. Yet what if you were...
Jan 19, 2023


5 Common Retirement Regrets for Business Owners
By Kaylin Fitzsimons If you’re like most people, you’ve likely been daydreaming about your retirement years for the past couple decades....
Dec 13, 2022


8 Tax Smart Programs From Lifecycle Wealth (Video)
By Laura Fitzsimons & Tim Leonard As licensed insurance advisors, we at Lifecycle Wealth implement insurance solutions for business...
Oct 28, 2022


The 7 Biggest Mistakes Business Owners Can Make With Life Insurance Policies
By Laura Fitzsimons Life insurance is an important part of your financial planning puzzle because it can help provide a safety net...
Sep 2, 2022


Insurance Policies for Each Stage of Life
By Laura Fitzsimons Insurance is intended to protect you from risk and uncertainty that is simply part of life, whether that’s the...
Aug 3, 2022


4 Secrets of Continued Home Affordability for Business Owners & Professionals
By Tim Leonard As inflation continues to run rampant, Tiff Macklem, Governor of the Bank of Canada, indicated he could see an additional...
Jun 27, 2022


Take a Look at a Sample Financial Plan
By Tim Leonard At Lifecycle Wealth and Mandeville Private Client Inc. we align tax tools to combine with corporate-owned insurance and...
Jun 27, 2022


Why We Became Advisors
By Laura Fitzsimons, Tim Leonard & Kaylin Fitzsimons Have you ever wondered why we are passionate about developing and guiding our...
May 20, 2022


5 Reasons Why Business Owners Should Not Delay Planning for Retirement
By Kaylin Fitzsimons As a business owner, you face plenty of challenges throughout your day. Attracting and retaining customers,...
May 4, 2022


How a Good Insurance Advisor Can Save You Lots of Money
The job of the insurance advisor is to help individuals and companies make smart decisions regarding their insurance protection. For some...
Aug 19, 2020
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