Limeridge Financial

Established Family

Families with older children need a wise cash flow management plan to help contend with rising expenses.
Young family

A wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Established Family

Family's with older children need a wise cash flow management plan to help contend with rising expenses.
Retiree

Careful planning can help ensure the highest income level to make your retirement dreams a reality.
Young Family

A wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Starting Out

Starting out with a firm financial foundation is a great strategy for building a solid relationship.
Your child's education

Few things in life are more rewarding than helping the next generation get a great education.
Single

When life situations change a good financial strategy can help to lower the stress.
Income Tax Planning

Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.
Running a Business

Running a successful business can be one of life's most rewarding experiences.

It's your money... and your peace of mind. We understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that.

We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact us for assistance with any financial questions.

Dealer

Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

Recent Articles

Diversification is Key

Posted on: July 8, 2024

As with many retirement savers, it took two major stock market events (Global Financial Crisis, Global Pandemic) to convince Adam and Sonya that trying to 'time the market' or pick specific sectors was a costly exercise in futility. But, with the value of their RRSPs nearly halved in the 2009...

Financial Strategies & Divorce

Posted on: July 8, 2024

History tells us about half of marriages in Canada end in divorce. Andrew and Sara are about to end theirs and are concerned about the changes that will have to be made to their financial and estate plans. Some financial and estate issues they need to consider are:

Estimating Retirement Expenses

Posted on: July 8, 2024

By far one of the most crucial financial strategy steps is accurately estimating retirement expenses. Correctly accounting for retirement living expenses is critical to ensuring that retirees do not outlive their money. For those already retired, there are usually few good options for creating new...