Here to help you make positive progress towards the future

by putting all the pieces of your financial puzzle together.

Independent Financial Planning - for professionals and their families - Vancouver


We’re on a mission to be a safe-haven and guiding light  so you have the help you’re looking for to create plans, explore options and navigate decisions to future-proof your lifestyle and create positive progress towards your most cherished aims and aspirations.

All hours are happy at The Lifestyle Protector: Caring comprehensive independent finanical advice and supportive action, on tap.

Our Values

A passion for doing good.
Value relationships.
Help future-proof lifestyles.
Make positive progress.

Financial Planning with Lynn Williams - Vancouver
Independent Financial Planning - for professionals and their families - Vancouver

It Takes a Team

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.

Our Legacy

The Lifestyle Protector was started by David (Dave) Williams.

Born and raised in Saskatchewan, Dave began his financial career in 1966 in Regina before moving his family and business to B.C. in 1994 and launching The Lifestyle Protector in 1997.

Whether serving clients across Canada or giving back, Dave was passionate about helping others. A tradition of caring and giving back continues today. Read Dave’s memory book or obituary.

J. David Williams

Our only aim is for you to be outrageously happy.

We are passionate about doing good work. With that, our main aim is for you to be so outrageously happy with the work we do together you wouldn’t hesitate to introduce us to friends, family or colleagues that may need our help.

The road to financial security begins and ends with you. We’re simply a guide, helping to make the journey more enjoyable and more satisfying.

Kind words from our clients

If you want to stop winging it and start

creating your future today, let’s talk.

Schedule your 30-min complimentary session today!

Contact Us
“The future depends on what we do in the present.”

― Mahatma Gandhi

604-833-0348 |
1322 – 1111 West Georgia Street, Vancouver, BC, V6E 4M3

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The information on this website is intended for residence of British Columbia, Alberta and Saskatchewan only.