8 Tax Smart Programs From Lifecycle Wealth (Video)
Updated: May 2, 2023
By Laura Fitzsimons & Tim Leonard
As licensed insurance advisors, we at Lifecycle Wealth implement insurance solutions for business owners and their families. As licensed investment advisors at Mandeville Private Client Inc we provide access to high-quality public and private investments. Together, our tax smart insurance and investments may help fund your home, children’s expenses, and retirement with less volatility and fewer taxes.
Today we want to share our 8 Tax Smart Programs as steps of your Lifecycle Wealth Plan to help you fund your lifestyle and build your legacy by paying less personal and corporate tax using our tax smart insurances and tax smart investments.
About Tim
Tim Leonard is a Wealth Retention Strategist at Lifecycle Wealth, a firm providing proprietary insurance solutions to high net worth professionals and business owners in Ontario, Canada. Tim is also an investment advisor at Mandeville Private Client Inc., providing private and alternative fund solutions in addition to public investments. Tim uses his over 40 years of experience to develop and implement the Lifecycle Wealth Plan, using appropriate and customized investment tools to help business owners create more wealth by paying less tax at each stage of life. His desire is to see his clients save tax, fund their lifestyle, and build their legacy—all through proactive planning. Tim and the Lifecycle Wealth team specialize in understanding the various tax rules exclusive to business owners and building a plan with both standard and unique investment, insurance, and personal financing products tailored to their needs, goals, and situations. Tim wants his clients to sleep better at night, knowing they’re on the right path and have a team of professionals advocating for them no matter what comes their way.
Tim has a Bachelor of Arts from Western University and a degree in commerce, accounting, and finance from the University of Windsor. While his favorite thing to do is help people excel financially, Tim also enjoys a good game of golf. He’s a member of the Whistle Bear Golf Club and is the chair of the Stratford Chefs School’s finance committee. To learn more about Tim, connect with him on LinkedIn.
This publication contains the opinion of the writer. The information contained herein was obtained from sources believed to be reliable, but no representation or warranty, express or implied, is made by the writer, Mandeville or any other person as to its accuracy, completeness or correctness. This publication is not an offer to sell or a solicitation of an offer to buy any securities. The information in this publication is intended for informational purposes only and is not intended to constitute investment, financial, legal, tax or accounting advice. Many factors unknown to us may affect the applicability of any statement or comment made in this publication to your particular circumstances. Hence, you should not rely on the information in this publication for investment, financial, legal tax or accounting advice. You should consult your financial advisor or other professionals before acting on any information in this communication.