The Lifestyle Protector™

Financial planning and wealth management firm guiding professionals and their families towards a future that is bright and protected.

The Lifestyle Protector™

Financial planning and wealth management firm guiding professionals and their families towards a future that is bright and protected.

Create Your Future Today

We provide simple solutions to get you started on your path to feeling financially confident and protecting your lifestyle now and for the rest of your life.

• As Seen In •

Lynn Williams

Owner of The Lifestyle Protector. CPA, CA, CFP, CCS®

Led by Lynn Williams, a successful financial professional who is passionate about helping all women create financial security, The Lifestyle Protector’s team of brilliant specialists help to secure their client’s lifestyle and future.

Our Promise To You

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.

Make Positive Progress

Once you have your financial game plan, we offer ongoing guidance as your life unfolds and needs evolve. #WealthManagement

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. #Comprehensive

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. #Independent

Let's Not Jump The Gun

What you’re investing for comes before how to invest. #Solutions

Knowledge Sharing

You have access to a highly educated and experienced team willing to share our knowledge. #Smarter

No Complicated Jargon

Our aim is to use plain language so you understand recommendations and feel confident about your financial choices. #Clear

Kind Words From Clients

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

• Our Services •

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 for professionals and families – Lynn Williams

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 for professionals and families – Lynn Williams

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.

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. 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

Create Your Future

Your future depends on what you do today. Our aim is for you to be outrageously happy with a plan you can be proud of and a financial future you can feel confident about. If you want to stop winging it and start creating your future today, let’s talk. Schedule your 30-min complimentary session today!

• ON THE BLOG •

Building your financial strength with our expertise and knowledge.

Kindi Gill Podcast

Kindi Gill Podcast

On this episode, we talk to Kindi Gill, the founder of Spark Expansion. She thrives on challenging lives as a professional speaker & transformational coach. Today she shares how she thinks about money.

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 © 2022 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.