Lifetime Financial Planning Group

Lifetime Financial Planning Group We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind.

Lifetime Financial Planning Group provides financial strategies that are unique to each individual situation. Our client's financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.

Dealing with a Family Cottage
08/25/2022

Dealing with a Family Cottage

When Jesse and Kae Burke purchased a vacation cottage 30 years ago, they knew it was a good investment, but creating time for family was their primary goal. Indeed, the property value had appreciated considerably, but more importantly, it had given them a lifetime of memories with their children and...

How’s Your Group Life Insurance?
08/18/2022

How’s Your Group Life Insurance?

Owen is married and has two children. He has been working at the same company for over five years and relies heavily on his employee group plan for his life insurance needs. A new single co-worker got the same benefits after only 90-days and Owen wonders if his group insurance can let him down. Owen...

Cycle of Market Emotions
08/09/2022

Cycle of Market Emotions

Getting emotional about investments can easily lead to poor decisions as investors fall prey to negative thoughts and fears. The chart below helps to illustrate the emotional aspects of investing. The human brain constantly searches for trends or patterns in things, trying to make sense out of even....

Seniors Targeted by Scammers
07/12/2022

Seniors Targeted by Scammers

Victor’s nightmare began with a phone call from someone claiming to be from the Canada Revenue Agency, informing him he owed thousands in unpaid taxes. If he didn’t pay immediately, he would be arrested. Victor was too embarrassed to ask his daughter for help. Had he messed up that badly? The sc...

Preparing for Wealth Transfer
05/24/2022

Preparing for Wealth Transfer

By 2026, an estimated $1 trillion in personal wealth will be transferred from one generation to the next in Canada1, the largest transfer of wealth in our country's history. This transition involves financial complexities for both benefactors and their heirs. Without planning and clarity, wealth tra...

Dollar Cost Averaging
05/17/2022

Dollar Cost Averaging

Let us imagine that you have a plan to be a wise investor and use your funds to make strategic deposits into your various investment funds. You've heard about the investment strategy of buying any time the market is low with the plan of selling when the market turns upward. This might seem like it's...

The Changing Business Cycle
05/10/2022

The Changing Business Cycle

Business, investing and life in general follow predictable ebbs and flows. The Business Cycle is no exception. This is the cycle whereby the economy goes through strong growth periods, weaker growth periods and everything in between. Governments and the Central Banks try to manage this cycle and pre...

Estate Planning Tips and Traps
04/26/2022

Estate Planning Tips and Traps

Julia wants to make sure that her estate passes to her heirs with as little hassle and cost as possible when she dies. She knows she needs a will and decides to buy a do-it-yourself will kit. When she opened it, she soon discovered some serious shortcomings. Advertised as a 'legal will kit,' she lea...

When Interest Rates Rise
04/19/2022

When Interest Rates Rise

One way to curb rising inflation is to increase interest rates, and that is what the Bank of Canada (BoC) is expected to do incrementally - over the next year. As interest rates begin to tick upward, it is an ideal time to look at your financial position, including your debt and savings strategies.....

The Shifting Economic Winds
04/12/2022

The Shifting Economic Winds

There will likely be many impacts on the global economy resulting from the Russia-Ukraine War. The biggest casualty will most likely be the end of the "business as usual" mindset that most Canadians have lived by since at least 1980, if not since the end of World War Two. Just like the nostalgic des...

Inflation & Your Financial Strategy
03/15/2022

Inflation & Your Financial Strategy

In a December 2021 poll, 87% of Canadians surveyed reported that the rising price of everyday goods was their top source of anxiety1. The last period that caused this level of financial concern for Canadians was the 1990s2, when inflation reached a high of 5.5%. Today, it sits at about 4.8%, primari...

An Approach to Financial Decision Making
03/08/2022

An Approach to Financial Decision Making

How you approach financial decision making on a day-to-day basis is likely to be the most important ingredient in your life and financial success. The key is to be focused and methodical about how you allocate money to each of your life’s goals on a daily, weekly, or monthly basis. This does not t...

Address

3831 Portage Road
Niagara Falls, ON
L2J2L1

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19053747477

Website

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