Providing Financial Peace of Mind
Connecting life's realities
Financial strategies are not about just looking good on paper. They’re about making sure your returns are actually meeting your goals and while financial investments, insurance, and planning strategies show you what the numbers mean, it’s important to ask yourself:
Is your life only about the numbers?
At Financial Life Strategies (FLS), we connect with you, the person, first, always. This is because, at FLS, we simply care about people. We are motivated to help you meet your financial goals by removing the mystery behind the numbers, simplifying the process, and supporting you in living your best life not just in the future, but today. After all, what good are your investments tomorrow if you can’t enjoy living today?
You have questions, we help you find the answers. You are not alone in building YOUR quality financial strategy.
Your Financial Growth Process
- Discover your objectives
- Understand your
- Plan for life events
- Personalize your
- Create your portfolio
- Monitor and Manage
- Track your progress
- Review goals
- Communicate results
Discover your growth potential
Book a no obligation consult and see what growth awaits you.
Unique Investment Strategies
Your financial needs are unique. As they evolve and change over your lifetime, it’s important you have a financial strategy that supports and changes with your growth. Discover what innovative approaches and recommendations make sense for your investments. From simple RRSPs to complex portfolios – FLS can support your financial goals!
Responsible, Holistic Advice
We take your finances very seriously. Through professional consultation and research, we develop and implement innovative strategies to your financial needs in a way that is compliant, but also one that you understand. No investment jargon, just plain English. With over 20 years experience, FLS brings the ability to provide a holistic approach to enhancing your financial security, you’ll receive quality recommendations customized to your unique and specific lifestyle.
Discretionary Wealth Management
Offering excellence in financial planning, guidance, and client service is about more than providing recommendations. It’s about providing you objective support, including with the day-to-day administrative process of wealth management, granting you access to greater wealth-building opportunities. This is what happens when you work with a Portfolio Manager. Currently, less than 5% of all advisors in Canada are licensed as Portfolio Managers. This designation requires the highest levels of education and experience in the industry and partnering with a Portfolio Manager can optimize your investments to provide for enhanced measures of wealth management.
Your finances are not just inanimate objects. Rather, they are the gateway to supporting your life, your story, your dreams. At FLS, we care that your finances do just that – support your growth through all your seasons. We take the time to listen and understand your needs today but provide recommendations that remain flexible enough for your needs of tomorrow. With FLS, trust that you have a team who cares about your goals beyond your numbers.