At Levee Future Planning, our mission is to empower high net worth business owners to continue moving forward with absolute confidence.
A TEAM DRIVEN BY PASSION AND EXPERIENCE.
VICTOR LEVEE
President
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"THE MOST CRUCIAL CONVERSATIONS ONLY HAPPEN WHEN WE CAN BE FULLY TRANSPARENT."
Victor’s refreshing attitude comes from the value he places on being open and honest. In the most exclusive environment possible Victor and his clients explore the crucial topics with transparency and complete confidentiality. Never satisfied with good enough, Victor is relentless in finding the absolute perfect fit for each client’s needs and goals.
Stephanie excels in every aspect of the business she is involved with. The only thing that surpasses her keen eye for detail and constant drive for improvement is her positive attitude, something that she brings to everything she does. Leveraging excellent communication skills with a flair for all things 'tech' she provides leading edge support to all our clients. A true embodiment of the LFP values she keeps operations running smoothly for an unparalleled client experience.
"THE MOST CRUCIAL CONVERSATIONS ONLY HAPPEN WHEN WE CAN BE FULLY TRANSPARENT."
Victor’s refreshing attitude comes from the value he places on being open and honest. In the most exclusive environment possible Victor and his clients explore the crucial topics with transparency and complete confidentiality. Never satisfied with good enough, Victor is relentless in finding the absolute perfect fit for each client’s needs and goals.
Stephanie excels in every aspect of the business she is involved with. The only thing that surpasses her keen eye for detail and constant drive for improvement is her positive attitude, something that she brings to everything she does. Leveraging excellent communication skills with a flair for all things 'tech' she provides leading edge support to all our clients. A true embodiment of the LFP values she keeps operations running smoothly for an unparalleled client experience.
We provide transparent financial security planning and a personal, adaptable process to get to the heart of your real needs and goals.
Make confident decisions for your team, your legacy and your corporation.
VALUES WE LIVE BY
Accountability We take ownership and responsibility for the advice we give you.
Clarity We make future planning accessible and simple to empower you.
Transparency You’ll know all the facts, figures and options available to you.
A FRESH APPROACH BASED ON NEARLY FOUR DECADES OF EXPERIENCE
Choosing LFP was one of the most important business choices we made. Levee Future Planning's dedication to building long-term value and their commitment to our shared vision allowed us to forge a business relationship that lasted over 35 years.
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RICHARD MACKAY, Former President Stiefel Canada
Levee’s team is innovative in its approach with our company. We are fast-growing with constantly changing needs. They have been able to adjust to those needs. I am glad they are ‘Part of our Pack.’
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ROB SIBTHORPE, MBA, President Lovepac
Victor truly understands our business and corporate needs. His passion and commitment have made him our go-to guy for future planning. His insights and experience have been invaluable to our rapidly growing company.
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MICHAEL LACROIX, Executive Vice-President Les Viandes Lacroix
LET’S SECURE YOUR FUTURE
At Levee Future Planning we’ve taken what we’ve learned over 39 years in financial security planning to offer you a fresh approach to planning your future.
