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 The Lifestyle Protector™

At The Lifestyle Protector™, our focus is on securing your future. Life can throw unexpected challenges, and we aim to ensure you’re prepared for them. We understand you also have ambitions—whether it’s retirement savings, educating your children, major purchases, or investing in a holiday home.

Our team of Certified Financial Planning professionals is equipped with the knowledge, skills, experience, and ethical standards to help you build a solid financial plan, providing you with confidence and security in your life.

With our personalized Financial Planning services, you’ll have the foundation for a secure future. Through our integrated Wealth Management services, we guide your investments and monitor progress, aiming to build a protected and prosperous future. And with our Estate Planning services ensure that your legacy extends beyond your lifetime, benefiting the next generation.

Everything we do and the way we do it

is driven by our Purpose, Values and Vision.

Our Purpose

We’re here as a safe haven and guiding light for you to explore options, create plans, and navigate decisions so you make positive progress and future-proof your lifestyle.

Our Values

When you succeed, we succeed. We value relationships and have a passion for doing good for our clients and our community.

Our Vision

Our aim is to inspire and support you as your life unfolds and your needs arise year after year after year. 

• 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.

— Audrey

• 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 everyday professionals get personalized financial advice to become money confident and future-proof their lifestyle.

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

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