Investment Bank/Securities Brokerage - Toronto, ON, US
LFA is an independent and privately owned boutique Wealth Strategies firm. The program begins with a consultation because the correct fit between advisor and client creates the conditions that allow a sustainable relationship based on trust to develop. Our aim and belief is that you as a client are entitled to a sustainable and actionable financial life plan that is uniquely your own. We provide highly personalized and integrated wealth management service that seamlessly and securely transitions you through every stage of your life. Our Personal and Corporate services include: * Retirement Income Planning * Estate Planning * Protection Planning * Investment Planning