Estate & Philanthropic Planning: A Legacy of Giving
Secure your legacy and amplify charity through estate planning—merge wealth management and philanthropy for impactful, tax-efficient giving
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- Mar 16
Investment Strategies for High-Net-Worth Business Owners: A Mandeville Private Client Inc. Approach - Your Business Is Your Best Investment
Unique investment plans for business owners to grow and protect wealth, tailored to your personal and business needs.
- Jan 26
What is the difference between Disability and Critical Illness Insurance?
By Kaylin Fitzsimons The two different types of insurance coverage, disability, and critical illness insurance, provide financial...
- Jan 24
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...
- Dec 9, 2023
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 8, 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...
- Oct 24, 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...
- Aug 28, 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...
- Jul 14, 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...
- May 1, 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...
- Apr 18, 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....
- Mar 13, 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...
- Jan 30, 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 19, 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...
- Dec 13, 2022
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....
- Oct 28, 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...
- Sep 2, 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...
- Aug 3, 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...
- Jun 27, 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...
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