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?
Financial Planning
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.
Wealth Management
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.
Estate Planning
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.
Our promise to you
Understand your big picture.
From beginning to end every aspect of your financial life, not just the products you hold through us, informs your financial game plan. #ComprehensiveOur promise to you
Plan before product.
There are many ways to build your wealth. Explore your options so you can make decisions best suited for you and your family. #IndependentOur promise to you
Let's not jump the gun.
What you’re investing for comes before how to invest. #SolutionsOur promise to you
Knowledge Sharing.
You have access to a highly educated and experienced team willing to share our knowledge. #SmarterOur promise to you
No jargon please.
Our aim is to use plain language so you understand recommendations and feel confident about your financial choices. #ClearOur promise to you
Make positive progress.
Once you have your financial game plan, we offer ongoing guidance as your life unfolds and needs evolve. #WealthManagementOur promise to you
A personalized plan by humans.
Smart technologies support our work and conversations. It doesn’t replace them. #ModernOur promise to you
When you feel good, we feel good.
We are committed to acting with integrity and placing your interests first. #FiduciaryLearn how to navigate
your future.
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.
We think back at how lucky we all were to have met and got to know your father, such a nice person. He helped us out so very much! Now we appreciate your help. Thank You!
Tim and Marilyn
Giving thanks to Lynn and her team. We know this is only the beginning of a long lasting, prosperous relationship. We are smiling from ear to ear. Give Lynn a call so that you will smile too!
Conny
There is nobody as thorough as Lynn when it come to looking at your overall picture. I only wish I had met her in my 20's to help create a plan and not be as crazy with my money.
Peter
If you want to stop winging it and start creating your future today, let’s talk.
Schedule your 30-min complimentary session today!
― Mahatma Gandhi
604-833-0348 | hello@lifestyleprotector.ca
1322 - 1111 West Georgia Street, Vancouver, BC, V6E 4M3
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