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

Randy worked for a small business. When the owner died suddenly, the business accounts were frozen and it took several weeks before …

financial plan,money,peace of mind

Charities play a vital role in our society. The Canadian government recognizes this role and tax breaks exist to encourage taxpayers to …

financial plan,money,peace of mind

Most Canadians want to pass their life savings on to their heirs. The assets remaining once retirement needs are met will be …

slider your legacy.jpg

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

slider your retirement.jpg

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

slider young family.jpg

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

slider retiree.jpg

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

slider your childs education.jpg

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

slider protecting your family.jpg

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