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

Asset Building Strategies

Posted on: June 10, 2024

In the last article Sue had a capital shortfall of $400,000 in order to support her desired retirement lifestyle. This amount will vary for each individual and will be larger or smaller depending upon your income, age and ability to save money as a percentage of your earned income.

Needs vs Wants

Posted on: June 10, 2024

There are things you need to live a healthy life, like a place to live and food to eat. There are also things that you'd like, such as a warm vacation or new ski boots. It's possible to have it all, but not all at once. If you can't afford to pay your bills for necessities like rent/mortgage,...

You've retired. Now what?

Posted on: June 10, 2024

Canadians are living longer, healthier lives. According to Statistics Canada (2018), the average life expectancy is 80 years for men and 84 years for women. This means your retirement years may almost equal your working ones. Family therapist Rhonda Katz suggests taking some time before retirement...