We’re redefining the way financial security planning is done.
We work with industry leading clients helping them gain a more complete view of the right strategies to match their short, medium and long-term goals, adding value where and when it matters most.
DARE: A PERSONAL AND ADAPTABLE PROCESS
Where we discover the ingredients that make you who you are and determine your vision
Where we analyse our discovery to develop a true picture of your financial brand (desires, goals and timeline)
Where we recommend an adaptable future plan that aligns with your financial brand
Where we execute your priority products and set up the next steps of your future plan
During our proven, 4-phase process we partner with you to take a deeper look at your priorities and goals for the future. Our confidential process protects your privacy to promote open discussion on key areas in your life and your business.
Together we work on creating an adaptable, personalised future plan that works for you.
SECURING YOUR TEAM, YOUR LEGACY AND YOUR CORPORATION
We help you to:
Understand the facts and truth around your options
Make the right decisions for your future with confidence
Keep financial control
Assure business continuity
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
The insight and transparency that Victor brings to each financial security planning meeting we have is very reassuring. It is clear with the custom solutions he suggests, Victor is working with my best interest in mind.Bringing nearly 40 years of experience to each meeting, it is very comforting to have him in my corner.
BUSINESS OWNER, MONTREAL Reference info available upon request
No matter how our business has evolved, LFP has come up with an adaptable future plan for all our financial security needs. As we grow to the next level we know LFP will continue to be our first choice.
MARK WILLIAMS, President AquaVap Group
READY TO BUILD YOUR FUTURE PLAN?
Future Planning requires more than just finding the right life insurance products.
It requires the ability to delve deep in our partnerships with our clients to find out what matters most, to provide guidance through crucial conversations with partners and to create long term strategies that work for their unique future plans.