At Lyfestyle Financial our work is to build a relationship of trust and commitment with clients families and businesses on a multi-generational level to create, protect and preserve their financial well-being and Lyfestyle dreams.

Events

There are no events to show

PASSION FOR FASHION

Apr 03, 2023 05:00 PM Eastern Daylight Time - Apr 03, 2023 08:00 PM Eastern Daylight Time

St. Georges' Banquet Hall 665 King St N, Waterloo, Ontario

Come out and enjoy a 4 course dinner, awesome prizes, silent auction and fashion show, featuring latest fashions from La Crème.

Help us raise money for YW-Kitchener-Waterloo and Family Relocation Project.

Meet many awesome women and have fun.

Use the link to book your ticket for the evening. 

Call on 519-744-5433 for more details

RSVP

News

A Hometown Welcome to Lisa Laflamme - Giving back to the community
September 23, 2023 - Nancy Koebel

Attended “An Evening with Lisa LaFlamme” in support of THE MUSEUM. She is gracious, humble and funny…proof that “the comeback is better than the setback”. Lisa encouraged attendees to purchase RRSPs and to have their own bank accounts. Just one more thing to secure personal financial security.

The results are in...
September 10, 2023 - Nancy Koebel

Thank you community. Lyfestyle Financial is thrilled to share the results of our Passion for Fashion event held April 3 2023 in support of the YWKW Family Relocation Project. Shout out to La Creme. We look forward to hosting the event next year on March 25, 2024.

Recent posts

Don’t let emotions rule your investment plan

Sep 27, 2023 - Canada Life

There are several strategies you can use to take the emotion out of your investing...

Read more

Why you should choose a beneficiary

Sep 21, 2023 - Canada Life

Choosing a beneficiary is an important part of your financial plan...

Read more

What are real assets?

Sep 19, 2023 - Canada Life

Diversifying your portfolio with real assets can help you achieve your financial goals and secure your future...

Read more

Feedback

Share your feedback and encourage me to continue to do good work.

Ask an advisor: Why work with an advisor?

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 

View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears with legal line: “Video produced by Canada Life. canadalife.com 1-204-946-1190”