Our Difference

As a business owner, you’re concerned about the long-term success of your business. Therefore, in order to be successful profit and growth is the most important business objective. We understand that being a business owner takes a lot of hard work and many hours out of your day. Our plan reduces the time required to organize your financial affairs. Our Lifecycle Wealth Plan shows business owners how to maximize the use of their company to create more wealth.

Our difference with Business Owners are the following:

  • Business Continuation and Succession Planning
  • Increase your business income
  • Asset Protection
  • Key Person Insurance
  • Business Loan Protection
  • Investment Diversification
  • Estate Equalization

We have been members of the Toronto Construction Association (TCA) for over 5 years and recently Laura Fitzsimons was selected to be part of their building a better business committee. Check out the following insight about Toronto Construction Associations ‘Building A Better Business’ Symposium. 

We are featured on the TCA Advantage Club with exclusive savings specifically designed for Business Owners. 

Lifecycle Wealth in partnership with Manulife and Mandeville Private Client Inc. are offering an exclusive discount offer to TCA members.

  1. Manulife Insurance - Save up to 20% Discount on Life & Critical Illness Insurance.
     
  2. Mandeville Private Client Inc. - Significantly reduce your investment advisor fees and co-invest with one of the world's most successful investors, Michael Lee-Chin. 
     
  3. Lifecycle Wealth - Recieve a Complimentary Analysis of your business and personal finances to lower costs, lower taxes and create more wealth. 

Click here for a free consultation to see how much money you can save.

 

 

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Request a 10 minute phone call to determine your tax savings.

 
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