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Financial Services: Investment Planning in Canada with LMBF

Investing is the process of acquiring an asset or an item with the intention of generating appreciation or income over time. The typical investor in Canada may have a vague idea of where they want to go in the future, but no clear idea as to what financial obstacles may await them, potential interruptions in life, and so on. Needless to say, it’s worth it - over and over - to investigate the benefits of having a financial advisor in your corner for when you want to start investing, or if you are already in the process of laying out your plan. LMBF’s financial advisors get to know you personally to help you navigate the complex world of finances and investments.

The Benefits of LMBF’s Investment Planning Services

Tailored Advice

Tailored Advice

LMBF provides you advice before you invest in any eligible vehicle, helps you through the process, and may provide you with curated suggestions to ensure you stay on the right track throughout the investment process. Our financial solutions are tailored for you, not just the average investor.

Financial Solutions

Financial Solutions

Planning is an imperative step before you invest and can help direct you on the right path. LMBF’s financial advisors offer solutions that are tailored to your specific needs, financial obstacles, goals, and more.

  Reasons to need investment planning
  • You want to plan for the future
  • You want family security
  • You want to manage your income
  • You want better financial literacy
  • You want a certain standard of living
  Ways that investment planning may benefit you
  • Provides income safety for families
  • Helps generate greater income
  • May present growth of capital
  • Tax minimization

What is an investment?

An investment might be an item or an asset acquired, not with the intent to consume it, but to use as a means to grow the value of the asset over time and utilize it in the future for creating wealth. Investments are almost always associated with some degree of concern over whether the time, money, and effort that was put into the asset will be worth it in the future. A successful investment will reap a greater payoff in the future than what was originally put in. An investment can be anything - bonds, stocks, businesses, real estate property, etc.

Our Investment Planning Advisors in Canada

LMBF’s investment planning counsel in Canada are here to help work with you to help you find a financial strategy best suited to your goals, whether those are for short-term or well in the future. We believe in the importance of getting to know you personally, as we understand that no one’s financial circumstances nor future obstacles are exactly alike and are wanting to curate strategies best suited to your needs that may be refined over time to keep up with unexpected interruptions or course changes. Let us be your investment advisors of choice.

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Looking to Get Started on Your Investment Planning? Get Started By Discussing With LMBF’s Financial Advisors.

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Investment Planning Counsel in Canada: Some Frequently Asked Questions

A: Markets can change a little, or they can change a lot. It depends on a lot of factors. Either way, a lot of investors tend to panic the moment that there’s a significant change. COVID-19 has also been a significant economic impact for many investments. The best thing to do is to stay calm and understand that investing comes with a lot of ups and downs over a short period of time. If you are still uncertain, discuss with LMBF’s investment advisors.

A: In order to withdraw money from your RRSP or TFSA, you will need to first request a withdrawal. You will have to have cash in the account to withdraw. Unlike TFSAs, RRSP’s may have a finite withdrawal amount. You may also be obligated to pay a withdrawal fee to your financial institution.

A: It’s difficult to go about the world of investing alone. To start investing in Canada, you will first need to choose what style of investment you want to go for, determine how much you can invest, pick a stock investment, choose an investment account, and maintain your investments by keeping an eye on your portfolio over the short and long-term.

A: There is no right time to start investing. If you are looking to begin investing while you are still attending school, know that you don’t need a ton of money to get into investing. It’s also important to start early to learn how to do it. Consider investing a small amount each month - as little as $20 or even $30. If you aren’t sure what to pick, consult with LMBF’s financial advisors.

A: Invesment management helps increase the potential for higher returns, helps you to meet your financial goals, and may even provide you with a regular income in your retirement years.

A: There’s no true answer to this question, but the sooner you begin investing for retirement, the better. You may build a more “sizeable” safety net the earlier you begin. An investment advisor can help you prioritize your goals easier and map out your future plan.