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Lionspoint Financial is dedicated to providing you and your family with the highest quality of service. We help plan futures by creating programs and portfolios that meet our clients' long-term financial goals using proven approaches.
Our team is comprised of different kinds of financial experts. We all have a commitment to ethics and integrity, and always deliver unbiased recommendations and impartial guidance.
- Mutual fund disclaimer: Mutual funds, exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. (“Investia”). Mutual funds, exempt market and exchange traded funds products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market products/exchange traded funds investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund, exempt market product investments and exchange traded funds are not guaranteed, their values change frequently, and their past performance may not be repeated.
- Segregated fund disclaimer: Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.
- GIC disclaimer: Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.
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Join us for this timely webinar to discover essential year-end financial strategies tailored for Canadian families. From maximizing tax benefits to preparing for your family’s financial security, we’ll guide you through actionable steps to make the most of your finances before the year wraps up. Perfect for families seeking practical advice on tax savings, investments, and setting up a strong foundation for the future. Don't miss this opportunity to finish the year with confidence and a solid financial plan!