Lifetime Financial

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  • Seminar Recap

    June,26,2017

    On June 8, we presented a seminar about many of the unique challenges that women face when it comes to their finances called OWN Your Future.   It was a great evening with some great discussions. We talked about having your…Continue Reading

  • Own Your Future – Educational seminar for women on June 8, 2017

    May,17,2017

    Lifetime Financial Services is proud to partner with Franklin Templeton Investments to provide an educational seminar that discusses many of the unique issues that many women face when it comes to personal and family financial issues. The invitation below provides…Continue Reading

  • The Value of True Advice

    April,5,2017

    There has been some press lately centred on whether financial advisors provide true advice or are just sales people.  The truth is that some advisors are just sales people and don’t really provide true advice.  I recently received a phone…Continue Reading

  • Spring cleaning is for more than just closets

    March,22,2017

    Spring is in the air and you’re probably just itching to get into those closets and organize! But have you considered organizing your personal and financial information, too? When an emergency strikes, the last thing your family needs to be…Continue Reading

  • Retirement Planning Literacy

    February,24,2017

    This time of year, many people turn their thoughts toward saving for their retirements.  Putting some extra money into an RRSP feels good and can make the tax season a little more bearable.  RRSPs are great, but they do have…Continue Reading

  • Where are you & where do you want to go this year?

    January,11,2017

    “If we don’t make our own future, it will be made for us.” ― Mike Klepper January is typically the time of year that people make resolutions and attempt to change their lives.  And why not?  A new year is…Continue Reading

  • Reflections & thank you

    December,27,2016

    As 2016 comes to a close, and we look forward to spending time with our family, it is also a natural time to reflect on the past year.  At Lifetime Financial Services, we marked our 10th year as an independent…Continue Reading

  • Retirement Insecurity: Findings from a Mackenzie Investments poll

    November,18,2016

    The numbers quoted in this Financial Post article are uninspiring. If you find you are uncomfortable with your financial situation, do not be afraid to ask for help. Find an advisor that you are comfortable with and understand your situation….Continue Reading

  • Some modern retirement challenges

    May,3,2016

    When we give seminars on retirement planning, there are usually quite a few attendees who are surprised to realize that there is a real possibility that they may be retired for nearly as long as they plan to work. For…Continue Reading

  • Quick Federal Budget Summary 2016

    March,23,2016

    2016 Budget Overview The new Liberal government delivered its first federal budget on March 22 in Ottawa. While you’ve probably seen plenty of media coverage, we thought you would appreciate an overview of how some of the budget items relate…Continue Reading

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