Lyfestyle Financial Inc

06/13/2026

It was an incredible afternoon of connecting, conversations and ideas,Mackenzie hosted a female advisor event “Women in Wealth” yesterday. Sessions included understanding generational investing behaviours, session on AI fundamentals for modern advice, value investing and Tax and Estate partners on Charitable Giving. Dress for Success was the charity of choice for a clothing drive and platform speaker. A fashion show closed out the day. Special thanks to Valerie Ottino for continuing to host this wonderful day.

05/30/2026

For space Col. Chris Hadfield prepares for what may happen…in my profession we prepare clients for what may or will happen. Space has always been intriguing

Happening now in Waterloo

05/13/2026

03/04/2026

Tax Planning

Don't wait until the last minute to file your taxes! Save this handy checklist to help you get started ahead of the April 30 deadline!

12/06/2025

The Grandchildren elves partcipated in a shopping spee to purchase "New Toys for New Kids" as part of GivingTuesday for the Knights of Columbus Waterloo. They selected these toys with the hope that every child experiences a wonderful Christmas.

11/23/2025

It’s never to early to start planning!

See how an RRSP provides tax advantages and can help you buy your first home or fund education while growing your investments.

10/11/2025

Giving Back to the community where we work, live and play

09/11/2025

We are available to assist. Please contact our office or send a pm

Did you know that December 31 of the year you turn 71 is the last day you can contribute to your own Registered Retirement Savings Plan (RRSP)? 🤔

Find out more: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/rrsps-related-plans/rrsp-options-when-you-turn-71.html

08/09/2025

Retirement isn’t just a moment, it’s built over time. With the right plan and support, you can shape a future that reflects your goals.
When you’re ready to speak to an advisor, choose one backed by a company that’s been helping Canadians retire on their own terms for generations.
Start planning today!

👉 https://ow.ly/57Rh50WA1ow