At Lainymar Wealth Group, we believe that true wealth management combines proactive, life-focussed planning with strategic investment.
That means we first take the time to understand you, your background, philosophy, needs, and objectives. We focus on your life goals so that the financial decisions we make align with your unique personal values. Working together, we develop personalized strategies that optimize your ongoing success, helping you achieve the best life possible with the resources you have.
Knowledge is empowering
As your Wealth Manager, I will help you develop the confidence and financial literacy you need to make informed decisions about your future. I work with you to identify and prioritize life goals; explore innovative options to achieve them; and regularly evaluate your plan’s progress so we can stay nimble, making modifications as the need arises.
Peace of mind is enriching
The life-focussed strategy we develop will anticipate your life transitions and financially prepare for them, by regularly assessing what we can predict and building contingencies for what we cannot. I will help you avoid emotionally driven responses to your financial decision-making.
Working from the information you share with me, I will create an individualized plan that balances your lifetime income and expenditure needs with your tax planning, investments, protection, and estate planning.
Sound Strategies for Uncertain Times
Harness your planning power
In these extraordinary times, most of us have seen marked changes in our financial situation. It’s alarming, just another unknown in a world that seems to announce new reasons for uncertainty every day. It’s as if everything we learn about COVID-19 brings new questions and concerns.
Managing cash flow has never been more critical, as we try to handle the financial set-backs. Whether we’re dealing with employment lay-offs, furloughs, or job insecurity, most of us have seen a cut in our monthly income. There’s no question it’s stressful but it’s not something we can control. We need to take action and head to what we can control, to where we can affect positive outcomes, and that means managing our cash flow.
You are not powerless in the face of the COVID Challenge. There are many aspects of financial planning that are still in your hands. I believe that, taking control of those now, will begin to ease your anxiety and better equip you to move ahead, toward your goals for the future.
Learn how Lainymar Wealth Group can help you take the reins… (more)
The Covid Challenge
As we all shelter in place, I am working remotely but still fully accessible to all my clients. I invite you to reach out by phone or email, and I am happy to meet you in an online face-to-face meeting.
There’s a staggering amount of ever-changing information about COVID-19 bombarding us every day and not all of it is reliable. It’s hard to navigate but two trustworthy sources are the World Health Organization and the Government of Canada Public Health Services websites.