About us
We’re the team that helps you protect your lifestyle and your legacy. We are Lifecycle Wealth & Mandeville Private Client Inc.
Meet The Team
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Laura Fitzsimons
Partner & Insurance Advisor
at Lifecycle Wealth
Laura has been an insurance specialist for over 35 years. Laura has been awarded the Top Canadian Female Producer title with major insurers for the past 20 years and is Top of the Table at Million Dollar Round Table.* Laura has secured access to unique insurance products and financing sources that create high impact tax efficient insurance solutions to meet the demands of high and ultra-high net worth clients. Together, Laura and Tim established Lifecycle Wealth specializing with high net worth professionals and business owners. Laura draws a clear financial picture and help clients create a balanced and harmonious lifestyle.
*This is to certify that Laura Fitzsimons, having fulfilled all the requirements of the Bylaws for membership in the 2023 Million Dollar Round Table and in consequence whereof, is entitled to all privileges that thereto pertain, including the use of the insignia
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Tim Leonard
Partner at Lifecycle Wealth
Investment Advisor at
Mandeville Private Client Inc
Tim is a retired Partner at Deloitte. Tim has over 45 years of experience advising private clients. Tim has developed our Lifecycle Wealth Plan, which provides business owners with a simple framework to create more wealth. Our framework is designed to pay less tax at each stage of life, utilizing the appropriate insurance and investment tools. Tim believes all business owners need integrated life insurance and/or investments when a goal is generational financial security. The components of the plan depend on the transition path of the business. Tim is a member of the Whistle Bear Golf Club and is the chair of the Stratford Chefs School, Finance Committee.
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Kaylin Fitzsimons
Partner & Insurance Advisor
at Lifecycle Wealth
Investment Advisor at
Mandeville Private Client Inc
Graduate from Western with a Bachelor of Management and Organizational Studies. Kaylin’s insurance focus is educating clients about insurance and how it is an asset rather than a cost. Kaylin’s investment focus is designing investment portfolios to help clients invest tax efficiently, so they can spend tax efficiently over their lifetime. Kaylin works in partnership with Laura and Tim to help clients execute their Lifecycle Wealth Plans.
Our Approach
At Lifecycle Wealth, we believe in the power of time. Time is what turns a trickling stream into the Grand Canyon. It’s how extraordinary individuals build real wealth and lasting financial security.
But, if you’re not careful, time can work against you. Wealth created can easily erode over time, especially when significant personal and corporate tax liabilities are inefficiently structured.
At Lifecycle Wealth, we are dedicated to helping affluent Canadians keep more of what they’ve earned by tailoring innovative tax minimization strategies to their specific needs. We call this process the Lifecycle Wealth Plan.