Lauzon Financial Advisors Inc.

Lauzon Financial Advisors Inc. Full Service investment management : RRSP's, TFSA's. Multi-market investment offerings. Cash-Flow Welcome to Lauzon Financial Services. You are successful.

You work hard. Yet you wonder....

Is your financial plan creating enough cash flow and wealth for your current and future financial needs? If you are using traditional methods for saving and investment, then NO, your plan will fall short in the long term. Traditional plans rely on you having a significant capital base, and perhaps an older style defined benefit pension plan that simply no longer

exist. They fall short in the areas of time, capital sufficiency and returns required. They did not account for people living 25 to 30 years past retirement, instead of only seven to 10 years. Academics have said recently that we should be putting away 25% of our gross income if we want to have enough for our retirement. So answer this: how is that possible when 40% of our income goes to income tax and 30 to 40% goes to interest on debt (the bank tax), leaving you with only 20 to 30% for living expenses and savings? We Can Help. Contact us today! [email protected]

Looking forward to building a prosperous 2022 with you!
01/18/2022

Looking forward to building a prosperous 2022 with you!


Wishing you all the best today and thanking you.
06/20/2021

Wishing you all the best today and thanking you.

We hope you have all been well during these times...we look forward to seeing you soon!
06/15/2021

We hope you have all been well during these times...we look forward to seeing you soon!

04/02/2021

Do you have your RRSP contributions in yet?Or looking for better Tax returns?Deadlines are fast approaching... We're alw...
02/23/2021

Do you have your RRSP contributions in yet?
Or looking for better Tax returns?
Deadlines are fast approaching...

We're always hard at work for you.
So contact us today to see how we can help!

01/22/2021

Don't be afraid to reach out, we're here to help!



Sometimes we laugh, sometimes we cry, because who would have thought the last year was going to be such a crazy one! But...
01/06/2021

Sometimes we laugh, sometimes we cry, because who would have thought the last year was going to be such a crazy one! But 2021 is here so contact us about any of your Investment or Financial needs.

Wishing you all a very blessed and prosperous year!
01/01/2021

Wishing you all a very blessed and prosperous year!


From our family to yours, Merry Christmas & Happy New Year!Stay safe and as a team we wish you a healthy prosperous 2021...
12/24/2020

From our family to yours,
Merry Christmas & Happy New Year!
Stay safe and as a team we wish you a healthy prosperous 2021.



December is here! ❄️
12/03/2020

December is here! ❄️

A classic one from our Website for sure but...This could blow your mind so be prepared just saying!http://www.lauzonfina...
11/27/2020

A classic one from our Website for sure but...
This could blow your mind so be prepared just saying!

http://www.lauzonfinancial.com/videos.asp [iframespromo]/0/

Lauzon Financial Advisors Inc has been providing sound financial advice and insurance services for over 38 years. Come see what we can do for you.

Address

#210/1433 St, Paul Street
Kelowna, BC
V1Y2E6

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Website

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