Financial Services: Personal Financial Planning & Advice in Canada with LMBF

No matter what stage of life you are currently at, financial planning, retirement planning, or strategies for growing your wealth can be complex. LMBF’s financial advisors are experts in creating strategies that are tailored towards your financial goals, while taking your budget into account. You want powerful advice, but you want it tailored towards your personal circumstances. LMBF’s advisors get to know you and your future goals so that they can tailor methods and strategies to ensure you’re kept on track - no matter what life throws at you. Our advisors are committed to providing financial advice to Canadian families and individuals.

The Benefits of LMBF’s Personal Financial Planning Services

Tailored Advice

Tailored Advice

Here at LMBF, we develop relationships with our customers in order to make a positive difference in their lives. Personal financial planning isn’t “personal” unless it is tailored to your unique circumstances. We get to know you, your budget, your goals, and your needs in order to tailor personalized financial advice.

Investment Solutions

Investment Solutions

No matter the route you want to go for investments, LMBF’s advisors are able to help you create a plan that makes the most sense for your budget, your future needs, dependents, and more. Investment solutions and financial advice in Canada do not have to be overcomplicated with LMBF.

  Reasons to need personal financial planning
  • You want to grow your wealth
  • You want to establish a retirement plan
  • You want to invest
  • You want security for the future
  Ways that personal financial planning may benefit you
  • A secure plan for the future
  • A means to grow your wealth
  • Investment advice - personalized to your budget and circumstances

What is personal financial planning?

Personal financial planning is the process of managing your money in addition to your investments and savings. It can include all sorts of management - from budgeting and mortgages to insurance and banking. Personal financial planning can be done on your own, or with the help of professional financial advisors. Financial planning can help give you a solid idea of the miscellaneous financial risks you might face in life as well as future obstacles.

Our Financial Advice Partners in Canada

LMBF’s advisors for financial planning in Canada are some of the best around and can help you begin on your goals for the future, whether that’s retirement planning, building your business’ value, or anything else. Our advisors can check in with you to ensure you’re on the right path to meeting your financial goals, and may re-evaluate when necessary.

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

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Personal Financial Planning: Some Frequently Asked Questions

A: If you are in the beginning stages of starting a financial plan, you can consult with a financial advisor to begin covering topics most relevant to your circumstances - retiring, savings, budgeting, insurance, and so forth. Discuss with LMBF’s financial advisors to get started on your personal financial planning goals today.

A: Personal financial planning helps you to set realistic goals for the future, determine where you want to go and how to achieve your goals, and is more or less an ongoing process that helps significantly reduce your household’s stress about money - now and in the future.

A: There’s a few influences that will tailor your personal financial planning decisions one way or another. Household or family size is just one of many influences. Other influences include economy health, risk profile, age, daily economic activities, etc. - basically, a major influence is anything that might impact your financial planning one way or another.

A: That all depends on your needs!The best financial advisors in Canada are the ones that can meet your financial planning needs while taking your budget and circumstances into account. LMBF’s advisors are happy to help tailor financial advice to Canada families, individuals, and businesses so that they can be confident that their future is secure and full of possibilities.

A: Financial planning in Canada certainly includes budgeting, but it’s much more than that. Financial planning is planning for the future - whether that’s your retirement planning, growing your wealth, or adding value back into your business. Budgeting is just a small component.

A: If you’re on this page or even asking yourself this question, chances are that now is the best time to start financial planning. Financial planning can seem like a “someday” for a lot of Canadians, but it’s better to sit down wherever you’re at and begin the process of deciding where you want to go. You don’t have to do it alone, either. LMBF’s advisors are here to help.