Financial planning and wealth management firm guiding professionals and their families towards a future that is bright and protected.
Welcome to the home of The Lifestyle Protector. We’re so delighted you’re here.
We’re all about helping you create the future you want.
We’ve worked with hundreds of professionals from across Canada, across multiple disciplines to turn their ideas into a success and we’re here to help you too.
No matter whether you’re just starting out, mid-career or a business owner looking for help and support to grow – we’ve got you covered. We here as a safe-haven and guiding light to help you make the progress you want no matter what stage you’re at.
Life unfolds. Needs evolve. Plans change.
What’s important to you?
If you’ve ever wondered “what more could I be doing to be smarter with my money?” we can help! With your Financial Plan, we’ll make sure you’re checking all the right boxes, and not missing a single opportunity to make progress towards your most cherished aims and aspirations.
Bring your Financial Plan to life with our full-service collaborative Wealth Management experience. We’ll help you with all things money related. You’ll have year-round access to the professional advice, guidance and resources needed to stay on track as life unfolds and needs arise.
With an Estate Plan, your loved ones will know what was important to you and how’d you like to be remembered. It could be one of your greatest acts of love. Of course, it also involves important legal documents and strategies to minimize fees and tax as well as ways to leave a lasting legacy.
Learn how to navigate
There is immense value in comprehensive financial planning and good financial decision making.
Independent research confirms higher levels of wealth, comfort and confidence is achieved by those who use professional advisors on an ongoing basis.
Watch this video for further insight and then click the button below to get started on creating your future today!
With a comprehensive financial plan,
you are more likely to ...
Have Greater Levels of Financial Well-Being
Have Greater Peace of Mind
Achieve Your Life Goals
Lynn Williams, owner of The Lifestyle Protector. CPA, CA, CFP, CCS®
I’m Lynn Williams
You’d think having a father as a financial planner would have given me a head start with my finances. Not so. My dad, as generous as he was, didn’t talk about money. He thought I was going to grow up, get married and my husband would take care of me.
My mother had other ideas. She encouraged me to get educated and earn my own money. I became a chartered accountant and am now also a certified financial planner.
I’ve made plenty of money mistakes on my journey from money novice to owner of The Lifestyle Protector. Now my main aim is to be a safe-haven and guiding light for professionals like you to build financial confidence and create a future you’ve always wanted.
― Mahatma Gandhi
604-833-0348 | firstname.lastname@example.org
1322 - 1111 West Georgia Street, Vancouver, BC, V6E 4M3
Copyright © 2020 The Lifestyle Protector | All Rights Reserved | Terms & Conditions | Privacy |
The information on this website is intended for residence of British Columbia, Alberta and Saskatchewan only.