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Our Commitment to You

At LS Financial, we are dedicated to providing exceptional service, professional advice, and personalized financial strategies. Our goal is to empower you with the knowledge and support needed to align your investments with your risk tolerance and long-term objectives. Whether you’re planning for retirement or working toward other financial milestones, we’re here to help you build a future with confidence and clarity.

What We Offer

At LS Financial, our services are designed to meet you where you are—and take you where you want to go. We provide:

  • Personalized
    Planning Tailored strategies that reflect your unique goals, lifestyle, and risk tolerance.
  • Investment Advisory
    Professional guidance to help you build and manage a portfolio aligned with your long-term objectives.
  • Retirement Planning
    Comprehensive support to help you prepare for a secure and fulfilling retirement.
  • Ongoing Support & Education
    Clear communication and insights to keep you informed and confident every step of the way.

Our mission is to deliver exceptional service and empower you with the tools and knowledge to make sound financial decisions. Whether you’re just starting out or refining your retirement strategy, LS Financial is here to help you succeed.

Explore Our Financial Services

Discover a full suite of personalized financial solutions, investment guidance, and ongoing educational support—all tailored to help you plan confidently, invest wisely, and achieve your long-term financial goals with clarity and peace of mind.

Individual Pension Plans

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.

Learn more about Individual Pension Plans

Group Pension Consulting

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.

Learn more about Pension Plans

ESG (Environmental, Social & Governance) Investing

ESG (Environmental, Social and Governance) investing refers to a class of investing that is also known as “sustainable investing.” This is an umbrella term for investments that seek positive returns and long-term impact on society, environment and the performance of the business.

Learn more about ESG Investing

Small Business Insurance

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:

  • Group benefits & Group retirement
  • Group pension
  • Competitive employee benefits
  • Business and key-person insurance

Learn more about Small Business Insurance

Private Wealth Investing

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.

Learn more about Private Wealth Investing