About Us
Here to help you enjoy your lifestyle and secure its future by putting all the pieces of your financial puzzle together.
About Us
Here to help you enjoy your lifestyle and secure its future by putting all the pieces of your financial puzzle together.
Why Lifestyle Protector™
At The Lifestyle Protector™, our goal is to help you future-proof your lifestyle. We understand that life has many unexpected turns and can help you be prepared for life’s events, including goals and aspirations. As Certified Financial Planner® professionals, our team has the knowledge, skills, experience and ethics to help you build a financial plan that will let you live your life confidently and securely. Our integrated Wealth Management services can also help you stay on track and monitor financial progress to build a future that is bright and protected.
With your personalized financial plan, you can create a bright and secure future. Our Estate Planning services can ensure your plans work beyond your lifetime for the next generation.
Everything we do and the way we do it
is driven by our Purpose, Values and vision.
Our Purpose
We exist to be a safe haven and guiding light for you to explore options, create plans, and navigate decisions towards a future that is bright and protected.
Our Values
When you succeed, we succeed. We value relationships and have a passion for doing good for our clients, community, company, and each other year after year after year.
Our Vision
Our aim is to inspire and support you as your life unfolds and your needs arise so you future-proof your lifestyle and make positive progress.
• It Takes A Team •
Our client service team is committed to helping you get on track and stay on track.
Our caring and talented client service team is committed to helping you get on track and stay on track. Just an email or phone call away personal, human assistance is at your fingertips.
The team is supported behind the scenes by brilliantly savvy financial specialists with decades of expertise and experience. From investment, tax, and insurance to specialized product knowledge, you’ll benefit from best-in-class distinctive knowledge second to none.
• Kind Words From Clients •
I tell people that I love working with you because you look holistically at my portfolio where other financial advisors look only at the funds they manage. The difference with Lifestyle Protector is that if you think my investments are doing well elsewhere, you do not disturb them. This makes you highly trustworthy. You have helped me by looking at my whole portfolio. It feels more balanced now.
• Our Services •
Change is the only constant in life. Protect your lifestyle through every surprise.
Financial Planning
Our financial specialists will take the time to ensure that you are ticking all the right boxes so that as you work hard for your money, it is also working hard for you.
Start creating positive progress towards your life’s goals and dreams with a Financial Plan tailored to your lifestyle. Using our knowledge and expertise, we’ll help you with everything from saving and investing to budgets, insurance, and tax strategies.
Wealth Management
Get expert advice for all of your wealth planning needs so you can rest easy knowing your financial goals are always on track and your lifestyle is protected now and in the future.
With a wealth of advice, guidance, and resources, we help you with all money matters from managing assets and portfolios to long-term financial and retirement planning, tax strategies, and charitable giving.
Estate Planning
Ensure your estate planning leaves no stone unturned. With our guidance and expertise, you can be sure your loved ones are well taken care of including the advance handling of legal documents, strategies, fees, taxes, and ways to leave a lasting legacy.
A thorough estate plan will include not only your will, but your desired distribution of assets, business continuity plans, and establishing trusts.
Lynn Williams
Owner of The Lifestyle Protector™. CPA-CA, CFP, CCS®
When you get to know me, you’ll learn that I am incredibly passionate about helping professionals create financial security.
Despite being a financial planner, my dad didn’t talk to me about money. He thought I was going to grow up, get married, and my husband would take care of me. My mom, on the other hand, encouraged me to get educated and earn my own money. Thank goodness! I embarked on a journey to become a chartered accountant, certified financial planner, and now owner of The Lifestyle Protector™.
Established by my father, J. David (Dave) Williams, in 1997, The Lifestyle Protector™ has roots in Saskatchewan, Alberta and British Columbia. We aim to be a safe haven for professionals, like you, who are looking to build financial confidence and future-proof your lifestyle.
From independent professionals, to couples, and families, our team of financial specialists help to secure your lifestyle and future. Building a relationship with us at The Lifestyle Protector™ means having a personal guide to support your financial journey.
Read J. David (Dave) Williams’ memory book and obituary.
Future-Proof Your Life
We are passionate about doing good work. We want you to be so outrageously happy with the work we do together, you wouldn’t hesitate to introduce us to friends, family, or colleagues who may need our help.
The road to financial security begins and ends with you. We’re simply a guide, helping to make the journey less complicated and more satisfying.
P: 604-833-0348
E: hello@lifestyleprotector.ca
A: 1322 - 1111 West Georgia Street, Vancouver, BC, V6E 4M3
“The future depends on what we do in the present.”
― Mahatma Gandhi
Copyright © 2023 The Lifestyle Protector | All Rights Reserved. | Terms & Conditions | Privacy Policy
The information on this website is intended for residence of British Columbia, Alberta and Saskatchewan only.