From short-term priorities to long-term ambitions, our holistic approach to financial planning is designed to consider all aspects of your financial picture. We work with your advisors, accountants and lawyers to map a clear, comprehensive plan that grows with you.
At LSWM, financial planning is about more than just numbers. It’s about turning your goals into a clear, actionable roadmap to success. Our approach is thoughtful, personalized and designed to evolve with you through every life stage.
We integrate all aspects of your financial life including cash flow, estate planning, insurance needs and more.
Your plan is tailored to your goals and is built to grow and evolve through every chapter of your life.
We work with your accountants, and lawyers to keep every part of your financial picture in harmony.
We regularly review and refine your plan to keep it aligned with life’s changes and your long-term goals.
Our firm exists to grow and protect our clients’ life savings — but we believe our role goes far beyond that. For individual investors and families, we take the time to truly understand your goals, priorities, and values, so we can craft a personalized strategy that helps you achieve what matters most, while minimizing risk and unnecessary volatility along the way.
Through thoughtful, ongoing financial planning — provided at no additional cost — we help you build a clear roadmap to retirement and beyond. This plan is a living document, regularly reviewed, updated, and stress-tested to keep you on track as life changes. An all-encompassing plan, we collaborate with your accountants and lawyers with respect to tax and estate planning to help you articulate and achieve your legacy goals, ensuring your wealth has a meaningful impact today and for years to come.
We invest in the highest quality global companies which continue to grow, create shareholder value and meet our strict investment criteria.
We invest in high-quality Canadian companies that offer a dependable dividend income with the potential for capital appreciation.
We pursue enhanced yields in fixed income primarily through a diversified portfolio of selectively chosen non-investment grade bonds.
We invest in high-quality Canadian corporate, provincial and government bonds that offer reasonable income at a lower risk.
Not sure where to start? Connect with one of our portfolio managers to explore how our investment approach is built around you.
