FUTURE PLANNING THAT SUPPORTS YOUR 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.

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STEPHANIE LEVEE

Account Manager

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"THE GLASS HALF FULL WILL CARRY YOU FURTHER."

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.

Connect on LinkedIn

VICTOR LEVEE

President

VIEW PROFILE

"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.

Connect on LinkedIn

STEPHANIE LEVEE

Account Manager

VIEW PROFILE

"THE GLASS HALF FULL WILL CARRY YOU FURTHER."

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.

Connect on LinkedIn

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.

________

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.’

________

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.

________

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.