OUR STORY
When you feel good, we feel good.

The Lifestyle Protector is a different type of personal financial planning firm. Our principal, Lynn Williams, is a globally successful financial professional and chartered accountant, marketer and business owner with a passion for service. Our founder, the late J. David Williams, spent more than 40 years helping people protect their lifestyles. Some of our client families have worked with us since the 1960’s.

Our solutions are comprehensive and inspired, based on industry knowledge and key financial fundamentals.

The Lifestyle Protector aims to change the way you – and other Canadian families – view personal financial planning. We work to inspire and empower you to make wise financial decisions for you and your family so you flourish financially and succeed personally and professionally.

OUR PROFESSIONAL PARTNERS

Steering your way through hundreds and even thousands of financial, insurance and investment products can leave you feeling intimidated and confused.

Lucky for you, we are personal financial planning experts and we can portage and bushwack this tangly place for you! You benefit from our internal nav-system: superior access to quality solutions and market-leading product knowledge.

Our favourite thing is to take advantage of the professional relationships and support we get from some of Canada’s largest and most prominent insurance and investment providers, such as Great West Life, London Life, Quadrus Investments and Financial Horizons.

Personal Financial Planning

OUR INDUSTRY

We are an active member of ADVOCIS, the largest professional association of financial advisors and personal financial planners in Canada. We believe participation in the industry is important to ensure we fully advocate on behalf of our clients.

OUR PASSION

We have a passion for personal financial planning and helping people make better financial decisions. We also have a passion for creating community and giving back.

OUR PERSONAL FINANCIAL PLANNING FOCUS

Our approach to personal financial planning starts with you. We listen and learn about what’s important to you and we meet you just where you are: the beginning of your career, in the middle, during many possible life changes, or at a time when you’re taking the leap into the big adventure called retirement.

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

J. David Williams

Our Founder, J. David Williams was born and raised in Saskatchewan. He began his financial career in 1966 after graduating from the University of Regina.

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A Certified Financial Planner, Chartered Life Underwriter, and lifetime member of the Million Dollar Round Table, the premier association of financial professionals, David built a solid insurance and financial planning practice in Regina and south-east Saskatchewan from the mid-1960s. He and his wife, Valerie, moved to Victoria in 1994. He continued to serve his loyal client base in Saskatchewan while building a successful practice on Vancouver Island serving clients across Western Canada.

David loved helping people and enjoyed a successful career in the insurance and financial planning industry for more than 40 years before he retired in 2009. Passionate about helping others, David supported a number of charitable community organizations and raised thousands of dollars for children afflicted with Cystic Fibrosis.

An avid sportsman, David was inducted in the Regina Sports Hall of Fame for winning the 1956 Canadian Boys’ Junior Curling Championship. He continued to curl every winter and golf in the summers until the end of his life, and was a lifelong fan of his favourite sports team, the Saskatchewan Roughriders. A proud grandfather, world traveller, and jazz enthusiast, David passed away at the age of 72 in 2011. To learn more about David, his life and legacy, please view his obituary.

Lynn Williams

Lynn Williams (CPA, CA, CFP) is leader, owner, CEO, chief financial strategist and champion of the personal financial planning at The Lifestyle Protector.

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Lynn is a professional financial advisor and chartered accountant who loves what she does. Her approach to personal financial planning is caring, curious, constructive and comprehensive. She brings with her an extensive knowledge of client-centered wealth management, strategic business planning and relationship marketing.

When David passed the company to Lynn it was more than just a family business move: as a globally successful financial professional, marketer and business owner, Lynn was uniquely qualified to carry The Lifestyle Protector into the future.

With a financial advisor father, you might think she grew into her financial maturity with ease. Nope. Her father was wonderful, but old-(old!) school. He believed his three daughters wouldn’t have to worry about money. He believed his daughters would have husbands who would take care of them. That’s how it had worked for Lynn’s parents and that’s how they expected it would work for their daughters.

So, Lynn’s dad didn’t pass on much money management wisdom as she and her sisters grew up. Which meant Lynn learned about navigating money challenges from personal experience. And, it wasn’t always pretty.

She has worked to overcome debt, curb overspending and shed losing investments. She’s become very good at creating abundance for her herself and now she’s helping to do the same for others. She walks her talk. The moral of this story? Lousy financial history is not an impediment to future money success.

Lynn is married to a New Zealander and she’s a hardcore rugby fan. She’s travelled to three Rugby World Cups (and isn’t done yet!). She cheers for the best team in the world: the New Zealand  All Blacks. Of Course. 

Wondering if The Lifestyle Protector is right for you?

Our team of brilliantly savvy finance people, has decades of experience in the Financial Planning and Wealth Management Industry to help professionals and their families, like you, get smart about all things money.

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