At The Lifestyle Protector, our main aim is to be a safe-haven and guiding light to help you explore options and make positive progress towards your most cherished aims and aspirations.
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.
I’ve had a successful chartered accountancy career and an award-winning business career. I now own The Lifestyle Protector, a financial planning and wealth management firm headquartered in Vancouver, B.C. started by my father several decades ago.
With us, you receive both personalized, professional financial advice and access to quality wealth management solutions from some of Canada’s largest and most prestigious investment companies. We aim to provide you with market-leading financial advice, product knowledge and wealth management solutions so you make progress.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Small business planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
MFDA
Provinces Licensed In
- Alberta
- British Columbia
- Saskatchewan