LG Financial Group Inc

LG Financial Group Inc Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from LG Financial Group Inc, Financial service, 4145 North Service Road, Burlington, ON.

We specialize in protecting what matters most to you and your family.

✔️ Life Insurance
✔️ Health Insurance
✔️ Critical Illness & Disability Insurance
✔️ Mortgage Protection
✔️ RRSP & TFSA and Group Benefits At LG Financial, we use an integrated approach to financial planning, which allows you to maximize your potential return through simultaneous planning of your investments, income taxes, insurance, retirement and estate.

Fund Fridays: Fidelity Global Innovators® has delivered a 37.95% year-to-date return, reflecting continued strength acro...
07/18/2026

Fund Fridays: Fidelity Global Innovators® has delivered a 37.95% year-to-date return, reflecting continued strength across leading technology and innovation names globally. This thematic, high-growth mandate stays focused on companies shaping the next wave of technology and disruption. As always, past performance doesn’t guarantee future results — reach out if you’d like to see how this fits into a diversified portfolio.

One of our selected funds is delivering strong results 📈 +17.29% YTD — Canadian Equity Small Cap (iA)
07/06/2026

One of our selected funds is delivering strong results 📈 +17.29% YTD — Canadian Equity Small Cap (iA)

Most incorporated business owners think there are only 2 ways to get money out of their corporation.Salary. Dividends.Bo...
06/28/2026

Most incorporated business owners think there are only 2 ways to get money out of their corporation.
Salary. Dividends.
Both taxable. Both costing you up to 53% before the money ever hits your pocket.
There’s a third way — and almost nobody talks about it.
Corporate-owned life insurance lets your retained earnings grow completely tax-free inside your corporation. No annual tax drag. No CRA clawback. And when it’s time to pass it to your family, it flows through the Capital Dividend Account — 100% tax-free.
It’s CRA-approved. It’s built for business owners exactly like you. And if you have $500K+ sitting in retained earnings, this conversation is overdue.
📩 DM me or email [email protected] to book a free strategy call. No obligation.

One advisor. Every financial goal. At LG Financial Group we work with busines...
06/07/2026

One advisor. Every financial goal.
At LG Financial Group we work with business owners, professionals, and families across Burlington, Oakville and the GTA on:
→ Investment portfolio management & diversification
→ Retirement planning & pension strategies
→ Group benefits & group retirement plans
→ Corporate investment solutions
Whatever stage you’re at, we build a plan around your life not a product.
Your first consultation is free.
📩 [email protected]
📞 289-339-8100
🌐 lgfinancial.ca

3 Ways to Move Money Out of Your Corp Tax-Free
05/26/2026

3 Ways to Move Money Out of Your Corp Tax-Free

Optimize your investments.Reduce unnecessary risk.Maximize long-term growth.At LG Financial Group, we build strategies t...
05/04/2026

Optimize your investments.
Reduce unnecessary risk.
Maximize long-term growth.

At LG Financial Group, we build strategies that work smarter, so your money does more.

DM us “REVIEW” to take a closer look at your portfolio.

Most business owners don’t realize how much they’re losing in taxes when taking money out of their corporation the tradi...
04/19/2026

Most business owners don’t realize how much they’re losing in taxes when taking money out of their corporation the traditional way.

This strategy highlights:
• How corporate income can be taxed twice
• Why dividends can significantly reduce your net cash
• Smarter ways to access your money more efficiently

At LG Financial Group Inc, we specialize in helping business owners:
• Reduce unnecessary tax exposure
• Create tax-efficient personal cash flow
• Build long-term wealth strategies

There are proven, legal ways to structure your finances better — most people just aren’t shown them.

👉 Send me a message for more info

Many business owners use corporate-owned permanent life insurance as a tax shelter inside the corporation — not as insur...
02/02/2026

Many business owners use corporate-owned permanent life insurance as a tax shelter inside the corporation — not as insurance, but as a strategic balance-sheet asset. #
👉 Want to Learn How This Works for Your Corporation?

This strategy isn’t for everyone
but for profitable, owner-managed corporations, it can dramatically improve after-tax outcomes.

📩 Message me or
📅 Book a short call to see:
• If this applies to your corporation
• How much tax drag you may be facing
• Whether reallocating surplus cash makes sense

😁 Let’s turn success into tax-efficient wealth, not a tax problem.





🚨 The Problem Most Profitable Corporations Don’t SeeYour corporation is doing well.Too well. • Profits build up inside t...
02/02/2026

🚨 The Problem Most Profitable Corporations Don’t See

Your corporation is doing well.
Too well.
• Profits build up inside the company
• Excess cash is moved to a holding company
• Money is invested passively

And then quietly…

❌ Passive investment income gets heavily taxed
❌ Growth slows due to annual tax drag
❌ Small Business Deduction can be reduced or lost
❌ When money comes out personally, it’s taxed again

👉 Success turns into a long-term tax leak.

✅ There Is a Smarter Way to Hold Corporate Wealth

What if part of your corporate surplus could:
• Grow tax-deferred
• Avoid passive income tax
• Preserve your Small Business Deduction
• Create tax-free money for your estate
• Be paid out tax-free to shareholders

Address

4145 North Service Road
Burlington, ON
L7L6A3

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 8pm
Friday 9am - 8pm
Saturday 9am - 5pm

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