Lyfestyle Financial Inc

It was an incredible afternoon of connecting, conversations and ideas,Mackenzie hosted a female advisor event “Women in Wealth” yesterday. Sessions included understanding generational investing behaviours, session on AI fundamentals for modern advice, value investing and Tax and Estate partners on Charitable Giving. Dress for Success was the charity of choice for a clothing drive and platform speaker. A fashion show closed out the day. Special thanks to Valerie Ottino for continuing to host this wonderful day.

For space Col. Chris Hadfield prepares for what may happen…in my profession we prepare clients for what may or will happen. Space has always been intriguing

Happening now in Waterloo

Tax Planning

Don't wait until the last minute to file your taxes! Save this handy checklist to help you get started ahead of the April 30 deadline!

The Grandchildren elves partcipated in a shopping spee to purchase "New Toys for New Kids" as part of GivingTuesday for the Knights of Columbus Waterloo. They selected these toys with the hope that every child experiences a wonderful Christmas.

It’s never to early to start planning!

Registered retirement savings plan (RRSP) See how an RRSP provides tax advantages and can help you buy your first home or fund education while growing your investments.

Giving Back to the community where we work, live and play

We are available to assist. Please contact our office or send a pm

Did you know that December 31 of the year you turn 71 is the last day you can contribute to your own Registered Retirement Savings Plan (RRSP)? 🤔

Find out more: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/rrsps-related-plans/rrsp-options-when-you-turn-71.html

Retirement isn’t just a moment, it’s built over time. With the right plan and support, you can shape a future that reflects your goals.
When you’re ready to speak to an advisor, choose one backed by a company that’s been helping Canadians retire on their own terms for generations.
Start planning today!

👉 https://ow.ly/57Rh50WA1ow