Retired Partner at Deloitte & Touche with 30 years of private client experience. Tim is a Partner at Lifecycle Wealth & Investment Advisor at Mandeville Private Client Inc.
Practice areas include Private Client Service and cash flow planning for owner managed business, Financial Advisor and developer of the Lifecycle Game Plan for business owners. Current Chair of the Stratford Chef’s school Finance Committee. Tim also has been a featured guest lecturer to Local Business Associations across Ontario, as well as lecturing graduate students across Canada and at Terry Sellke’s “The Bottom Line” comprehensive and graduate programs.
In Tim's spare time he enjoys golfing, cooking, reading and watching sunsets at the cottage.
An Insurance Specialist for the past 35 years, Laura is a Partner at Lifecycle Wealth.
Practice areas include Life Insurance specialty with a primary focus on private clients. Laura’s professional memberships and activities include membership in the Canadian Association of Insurance and Financial Advisor’s, as well as being awarded the Top Canadian Female Producer with major insurers for the past 20 years. As a guest lecturer, Laura speaks to local Business Associations across Ontario as well as numerous graduate students across Canada. Together, Laura and Tim establish Lifecycle Gameplans for high net worth professionals and business owners. They draw a clear financial picture and help clients create a balanced and harmonious lifestyle.
In Laura's spare time she enjoys live music, dinning out, travelling and walking along the lake.
Kaylin Fitzsimons, BMOS
Insurance Advisor at Lifecycle Wealth & Investment Advisor at Mandeville Private Client Inc.
Graduate from The University of Western Ontario, Bachelor of Management and Organizational Studies, BMOS. Kaylin manages the day to day business operations of the office. Kaylin focuses on working with clients to fulfil their financial goals through insurance and portfolio design, ensuring they are tax efficient. Besides client servicing duties she also prepares correspondences, presentations, reports, agendas, mailers and marketing initiatives.
In Kaylin's spare time she enjoys being active, travelling, continuing education, testing out new recipes and spending time with loved ones.
Larissa Fitzsimons, BA, MPC
With a Bachelor of Arts, Masters in Communications and Real Estate License, Larissa proves that the learning never stops!
Larissa feels that her life as a Realtor matches her go-getter spirit, desire to meet client's needs, and joy in working one on one with people. She specializes in downtown Toronto condominium sales, purchases and rentals, and is our resident real estate agent! She is currently taking on new clients, and would love to meet with you to discuss your needs, and how she can fulfill them.
Aside from working, Larissa enjoys meeting new people, working out at F45 Fitness Centers, and dining at the latest health forward restaurants.