Wealth Management

Build a path towards your future that is bright and protected.

Wealth Management

Build a path towards your future that is bright and protected.

Wealth Management to Bring Your Plan to Life

An action plan requires — you guessed it — action. You want to do more than just wish. You want ongoing assistance year after year to bring your financial dreams to life as your needs change and life unfolds. Get the help you’re looking for to turn your aspirations into reality and create a financial future that is bright and secure with our integrated Wealth Management Services.

Plan With Expert Guidance

Your financial plan has accomplished all of this:

  • Getting on track with your finances
  • Savings and investments
  • Answering big money questions

Wealth management is the next step in:

  • Helping you stay on track with your plan
  • Building your wealth with quality investments
  • Tracking your progress and milestones
  • More guidance as life unfolds and changes

Once your financial plan is in place, our wealth management experts help you keep it steady and boost the positive progress you’ve already started. You can tweak your plan any time as your needs evolve.

    Growing Your Wealth

    Growing your wealth is a journey. It’s more than picking the right investments and targeting investment returns.

    Your ability to grow your wealth, future-proof your lifestyle, and protect it through generations requires your commitment to your comprehensive financial plan. Growing your wealth requires you to think long term while taking action today.

    Retire from retirement planning by engaging our Wealth Management Services.

    Investing Your Money

    Investing isn’t the goal. Achieving your life’s biggest dreams and enjoying the lifestyle you desire is.

    Your money is invested in quality assets that match your risk profile. Our best in class asset allocation models inform the quality investment funds chosen on your behalf. Markets will go up and down. With Wealth Management, you now have access to a team of experienced and dedicated investment specialists second to none.

    We’re available year round to help you with investment advice, tax know-how, and guidance to help you stay on track.

    Investing Your Money

    Investing isn’t the goal. Achieving your life’s biggest dreams and enjoying the lifestyle you desire is.

    Your money is invested in quality assets that match your risk profile. Our best in class asset allocation models inform the quality investment funds chosen on your behalf. Markets will go up and down. With Wealth Management, you now have access to a team of experienced and dedicated investment specialists second to none.

    We’re available year round to help you with investment advice, tax know-how, and guidance to help you stay on track.

    Put Your Money to Work

    With Wealth Management, you’ll experience a caring and thoughtful approach with fees based only on the assets you invest.

    There are no sales charges or annual account fees for the services we offer, which include understanding your risk profile, establishing your asset allocation, professional investment management, and a comprehensive annual review and progress report. It’s your money. If the assets you invest through us are less than $500,000, you will pay the retail price for the investment fund, what the industry calls the MER or “management expense ratio.”

    We believe in transparency. We share with you the MER for each investment fund and aim for quality funds with competitive prices. Personalized services tailored to your unique needs and a declining fee schedule is in place for clients with assets over $500,000.

    • Kind Words From Clients •

    Giving thanks to Lynn and her team. We know this is only the beginning of a long lasting, prosperous relationship. We are smiling from ear to ear. Give Lynn a call so that you will smile too!
    — Conny

    The Lifestyle Protector™ is committed to acting with integrity and placing your interests first.

    Leaving a Legacy of Love

    A legacy of love is more than an estate plan, it serves as a gift to your family long after you’re gone.

    Whether we leave a legacy of love or one of chaos is a choice you make through your decisions and actions.

    Leading with kindness, organizing your life, and eliminating needless guesswork by clarifying your desires are all choices you can make, starting today.

    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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