Mission Statement

LBC Wealth Strategies exists to help people create wealth through education and habit so they are able to derive income in retirement with dignity.

Values

Respect

Mutual respect will be demonstrated between LBC Wealth Startegies and clients in all interactions.

Trust

Actions undertaken by LBC Wealth Strategies will at all times be based on developing the trust of our clients, associates and others that we interact with.

Integrity

LBC Wealth Strategies will at all times demonstrate integrity in our actions with a focus on assisting clients attaining their financial objectives.

Dignity

All clients will be treated with dignity respecting their individual circumstances, objectives and achievements.

Lasting Relationships are Valued

Based on demonstrating respect, achieving trust, practicing integrity and approaching all clients with dignity; lasting and meaningful relationships will be achieved with clients and their families.

Recent Articles

financial plan,money,peace of mind

Have you ever been tempted to invest in a stock just because of its past performance? It’s a natural instinct, but relying on it can be risky. Markets are cyclical; what soared yesterday might stumble today.

financial plan,money,peace of mind

A wedding day marks the beginning of an exciting journey, but couples often overlook their financial future. As you start this new chapter together, it's essential to discuss your goals and dreams, incorporating them into a solid financial strategy.

financial plan,money,peace of mind

What happens if you retire early? Retiring before age 60 or 65 may create an income gap, especially with Canada Pension Plan (CPP) and Old Age Security (OAS) benefits starting later.

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You have worked all your life and saved for retirement. What other planning work could possibly...

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After years of living the “rat race”, you are looking forward to the day when you can start living on...

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You get home from work, your spouse is tired, and the baby just spilled spaghetti all over the...

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During the last market downturn a few years ago, retirees who had all their assets in equities saw their...

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First you were putting on their diapers. Then you walked them to their kindergarten...

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Without barely a moment’s thought, you would protect your family from an immediate threat. But would you...