Hours of operation:
At Lifecycle Wealth, we have a simple, natural and beautiful approach to helping dental or medical professionals, business owners and high net worth individuals or retirees draw a clear financial picture and create a balanced and harmonious lifestyle.
Lifecycle Wealth proactively plans your life with the goal of achieving financial independence. We feel it is crucial to know and understand your legacy, dreams, motivation and fears.
Our difference is that we are not ‘conventional’ wealth managers who seek to sell you products. We are wealth creators who take a holistic approach and help you live life to the fullest. We refer to this as the ‘art of living well’. Live confidently now, without any financial worries in saving for retirement.
We start with the end in mind, as this shapes the action steps needed to achieve your goals. We show our clients how insuring today can help protect their retirement income goals in the future.
We find our clients think about their ultimate financial goals in three ways:
Spend all their wealth throughout their lifetime
Leave a legacy for their family
Leave a legacy for their family and their community
Our difference at Lifecycle Wealth will allow you too:
Simplify your finances
Purchase your home and cottage with tax efficient dollars
Lower your combined personal and corporate taxes
Extract cash from your company tax efficiently
Transform your Life, Disability & Critical Illness Insurance from a cost to an asset
Access high quality private and public investments
Integrate these above differences into an individualized Lifecycle Wealth Plan
In short, you get to see “your number” and “our difference”. Imagine how we can save you time and energy while achieving financial independence and peace of mind.
Lifecycle Wealth gives prospective clients a comparison of your current plan using your current strategies to our Lifecycle Wealth Plan and our ideas.
Our niches in the financial planning realm are within three groups, we take a unique and individualized approach towards your insurance, investments and tax management resulting in financial independence.
These different client segments are:
Dental or Medical Professionals
High Net Worth Individuals or Retirees
Our boutique financial office located on the waterfront in Toronto, provides the following services and products:
Lifecycle Wealth Plan
Financial Planning Services
Business & Family Succession Planning
Pre & Post Retirement Planning
Investment Tax Minimization
Second Opinion and analysis on your current structure
Critical Illness Insurance
Long Term Care Insurance
Exempt Market Products*
Registered Retirement Savings Plans (RRSPs)*
Registered Education Savings Plans (RESPs)*
Registered Retirement Income Funds (RRIFs)*
LIFs and LIRAs
Tax Free Savings Accounts (TFSAs)*
*Offered through Mandeville Wealth Services Inc.
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