Financial Planning Services with LMBF: Investments, Life Insurance & More
No matter your goals - whether that’s establishing a solid retirement plan, expanding your existing wealth, reducing your taxes, or creating value for your business, LMBF has financial planning strategies that are uniquely tailored to your goals. We’re not one of those financial planning companies that prints out “cookie-cutter” plans - we take your needs and budget into account so that you can be satisfied with your financial security and prioritization. Let LMBF help navigate your financial future with professionalism and expertise.
Our Financial Services Promise
When you choose LMBF Financial Services to help plan your financial future, know that you’re partnering with leading financial planning companies that will help tailor their advice and expertise towards your unique goals. LMBF gets to know you and your existing financial situation to determine how and what advice you require and will guarantee you peace-of-mind for whatever future endeavours await you.
What Financial Services We Offer
Insurance
If anything should happen to you, your assets are protected with LMBF’s insurance plans. From life insurance to disability, we help secure your future and beneficiaries in the event of your unexpected passing or disability so that they don’t have to worry.
Retirement
As part of our financial planning services, LMBF offers RRSP advice for employees and self-employed within Canada. We help you generate income and ensure that you are saving enough for your retirement savings plan so that you can retire comfortably.
Advice
Navigating your financial future can be difficult without professional advice. Whether you’re growing your wealth or planning your retirement, having a professional in your corner is a surefire way to secure your peace of mind and ensure that you can be comfortable with the plans you’ve set aside for the future.
- Guaranteed investment funds
- Guaranteed deposits
- Term investments
- Mutual funds
- Life annuity
- Adapted life annuity
- Assured annuity
- Artist’s pension
- Registered retirement savings plan (RRSP)
- Tax free savings account (TFSA)
- Registered education savings plan (RESP)
- Registered retirement income fund (RRIF)
- Locked-in retirement account (LIRA)
- Lifetime retirement fund (LIF)
- Locked-in retirement income fund (LRIF)
What is financial planning?
Financial planning can be anything from planning out a retirement to establishing a tax-free savings account. It can be for shorter established term or for well into the future. Depending on your unique needs and financial goals, LMBF has a plan and service for you. Whether you are looking to purchase a life insurance policy or establish an RRSP account, we have your back. Get in touch with us today to determine your financial needs.
