At LS Financial, we are a trusted Montreal retirement advisor dedicated to helping you plan a secure and fulfilling retirement. Whether you’re preparing to retire, adjusting your financial goals, or focused on tax-efficient investment strategies, we provide personalized guidance to help you retire comfortably and confidently.
Retirement planning can be complex, especially with rising living costs and changing financial needs. Many Canadians struggle to plan for retirement without clear guidance, which can impact their confidence and preparedness.
We help you:
Our focus is on long-term results that help you live the retirement you envision — not just meet bare minimum goals.
Discover a full suite of personalized retirement planning services designed to help you plan confidently, invest wisely, and retire comfortably. We combine tailored financial advice, ETF investment strategies, and ongoing guidance to support your long-term goals with clarity and peace of mind.
Canadians are living longer than the older generations. The Government Pension Plans such as CPP/QPP and OAS will no longer be sufficient as the sources of retirement income. People have to start saving more in order to retire happy. Please try the retirement calculator in our resource section. You will probably realize that the sooner you start saving, the better prepared you are going to be.
Many Canadians today do not have enough savings for their retirement. Group Pension Plan is offered by the employer and is set in place to help employees better plan for their retirement goals. There are many benefits to choosing a group plan for your employees than having them save on their own.
Private Asset Management provides highly personalized private banking and investment management services, with access to an integrated team of financial planning, tax and estate, accountants and lawyers.