Why We Became Advisors

By Laura Fitzsimons, Tim Leonard & Kaylin Fitzsimons

Have you ever wondered why we are passionate about developing and guiding our clients in their financial lives? Watch our video below to get to know our story.

About Laura

Laura Fitzsimons is an Insurance Advisor at Lifecycle Wealth, a firm providing proprietary insurance solutions to high net worth professionals and business owners in Ontario, Canada. With over 35 years of experience, Laura is passionate about helping affluent Canadians keep more of what they’ve earned so they can spend their money how they want. Laura and her team do this through the Lifecycle Wealth Plan, implementing innovative tax-minimization strategies tailored to each client’s individual needs and circumstances. By working with other professionals and integrating wealth management, risk management, and personal financial planning, Laura strives to help her clients reduce their tax exposure in every stage of life, grow their business, and enhance their lifestyle.

Laura loves empowering her clients with the solutions and ideas that allow them to spend their time and money on what’s most important to them. Laura is a member of the Canadian Association of Insurance and Financial Advisors and has been awarded the Top Canadian Female Producer title with major insurers for the past 20 years. Outside of work, Laura enjoys live music, staying active, and spending time with friends and family. To learn more about Laura, connect with her on LinkedIn.

About Kaylin

Kaylin Fitzsimons is an Insurance Advisor at Lifecycle Wealth, providing tax-efficient insurance solutions to high net worth professionals and business owners in Ontario, Canada. She is also an investment advisor at Mandeville Private Client Inc., which allows her to offer a wide range of investment options to her clients, including private and alternative fund solutions. Kaylin is focused on using insurance to add value to her clients’ lives and designing investment portfolios that allow her clients to minimize taxes. Kaylin is dedicated to helping her clients save money, make the most of their hard work, and experience confidence that their businesses and families are protected through tailored strategies.

Kaylin graduated from Western University with a Bachelor of Management and Organizational Studies. In her free time, she enjoys cooking or visiting her favorite restaurants, traveling, and learning about different cultures. She’s expecting her first child this summer. To learn more about Kaylin, connect with her 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.

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.

If you want to make sure you’re financially prepared for every phase of life, we would love to show you how our innovative and tested strategies can help you. Reach out to schedule an introductory meeting!