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

Are you earning well but feeling financially strained? You may be falling into traps that drain your finances. Discover how saying "no" can help you keep your hard-earned money.

financial plan,money,peace of mind

Many people struggle with retirement planning and often wait for life events to take action. Despite clear steps like recording expenses and saving, few Canadians follow through. A recent survey revealed that couples frequently disagree about their retirement plans.

financial plan,money,peace of mind

Navigating severance packages can be daunting, especially in today's unpredictable job market. With the right tax planning strategies, you can maximize your severance pay and retain more of your money.

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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...