So, you have savings, RRSP, TFSA, RRIF, any investments really…
Have you heard from your Advisor lately?
Has your banker changed multiple times?
Do you know if your investments are still aligned with your goals and life stage?
Are you left wondering if your financial plan still makes sense for where you are in life?
Not Okay. You Deserve Better.
You need someone who stays with you through all of life’s stages, fully understands your financial goals, and ensures your investments and savings are always properly managed based on your risk tolerance—so you’re not stuck when it matters most.
Welcome to Lake Country Financial
How do you feel about your current banker or investment advisor? Do you feel they don’t understand your needs or give you the personalized attention you deserve? You’re not alone—many people feel the same way.
At Lake Country Financial Group, they’re owned and operated by locals, right here in our lovely region of Northwestern Ontario. Their team is dedicated to your financial success and is ready to help you move to a more personalized and focused approach for managing your investments.
They make it easy for you!
Switching to Lake Country Financial means you don’t have to worry about navigating the complex world of investments on your own. They’re here to guide you and make sure your investments are right for you.
Serving local people across our region with happy clients in multiple communities including: Vermilion Bay, Dryden, Kenora, Red Lake, Ear Falls, Sioux Lookout, Fort Frances, Rainy River
Where they can help...
TFSA (Tax-Free Savings Account): Save and grow your money tax-free.
RRSP (Registered Retirement Savings Plan): Save for retirement with tax benefits.
RRIF (Registered Retirement Income Fund): Turn your RRSP into income when you retire.
RESP (Registered Education Savings Plan): Save for your kids' education with tax-free growth.
Non-Registered Investment Accounts: Flexible accounts outside of registered plans.
Full Financial Planning: They’ll create a full plan for you to help with all aspects of your finances.
Income Planning: They’ll help you create a strategy for generating income from your investments.
Estate Planning: They’ll help you plan how to pass your wealth on to loved ones.
Investment Portfolios & Asset Allocation: Tailored portfolios to match your goals and risk tolerance.
Tax-Efficient Investing: They’ll help to ensure you invest your money and draw your income out tax efficiently
If you feel like your current advisor isn’t giving you the time, care, or plan you need, it’s time for a change. Fill out the form below, and someone from their team will reach out to schedule a time to review your investments and make sure they’re right for your life stage.
Fill out the form below and they'll reach out:
