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It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
It’s time for your fall financial check up! Set up an appointment and we’ll go over your progress towards your goals. #financialgoals
Enjoying each others company today with an Moroccan team lunch. Our office is fueled to help you achieve your financial goals and we are a phone call away!
Enjoying each others company today with an Moroccan team lunch. Our office is fueled to help you achieve your financial goals and we are a phone call away!
A nice market update from Fidelity Investments last Friday preparing our team for how the upcoming Federal election and interest rate cuts will impact the market in the next 12 - 24 months. Our team is staying up to date to keep our clients be prepared and navigate this environment to reach their goals!
A nice market update from Fidelity Investments last Friday preparing our team for how the upcoming Federal election and interest rate cuts will impact the market in the next 12 - 24 months. Our team is staying up to date to keep our clients be prepared and navigate this environment to reach their goals!
Our team celebrated being the #1 Sun Life office in Ottawa for the first quarter of 2024 last night. Always nice to take a step back and enjoy each others company, after finishing RRSP and tax season for the year. We are here to continue to serve our clients and continue to provide value!
Our team celebrated being the #1 Sun Life office in Ottawa for the first quarter of 2024 last night. Always nice to take a step back and enjoy each others company, after finishing RRSP and tax season for the year. We are here to continue to serve our clients and continue to provide value!
Lifeease Financial was invited to Sun Life’s celebration of excellence this year in Miami, Florida, recognizing the top financial planning offices across Canada. Always a privilege to be recognized and we promise to continue to provide value to our clients!
Lifeease Financial was invited to Sun Life’s celebration of excellence this year in Miami, Florida, recognizing the top financial planning offices across Canada. Always a privilege to be recognized and we promise to continue to provide value to our clients!
Lifeease Financial Solution’s is proud to announce that Doug Johnston has earned his Chartered Life Underwriter (CLU) designation. Doug becomes one of 1,100 financial planners in Canada to hold both the Certified Financial Planner (CFP) and CLU title.
CLU designation holders are regarded as elite professional financial advisors who raise the bar in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
Congratulations, Doug!
CLU designation holders are regarded as elite professional financial advisors who raise the bar in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
Congratulations, Doug!
Lifeease Financial Solution’s is proud to announce that Doug Johnston has earned his Chartered Life Underwriter (CLU) designation. Doug becomes one of 1,100 financial planners in Canada to hold both the Certified Financial Planner (CFP) and CLU title.
CLU designation holders are regarded as elite professional financial advisors who raise the bar in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
Congratulations, Doug!
CLU designation holders are regarded as elite professional financial advisors who raise the bar in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
Congratulations, Doug!
Happy Holiday’s from our office! See everyone in the New Year and thank you all for your continued trust with your business! 🎄🎁🎊
Happy Holiday’s from our office! See everyone in the New Year and thank you all for your continued trust with your business! 🎄🎁🎊
Lifeease Financial is excited to welcome our new Administrative Assistant, Sandra Jevtic, to the team this week! Lot's of training ahead and she is looking forward to meeting all of our clients!
Lifeease Financial is excited to welcome our new Administrative Assistant, Sandra Jevtic, to the team this week! Lot's of training ahead and she is looking forward to meeting all of our clients!
August 2023 - Lifeease Financial Solutions Commentary.pdf
When others are greedy, be fearful. When others are fearful be greedy.
Successful Client Appreciation Event this past weekend at the Ottawa Titan's Baseball Game. Lifeease Financial raised $8,000 for Starlight Children's Foundation and welcomed 160 clients and their families to the game. Thank you to everyone that joined us!
Successful Client Appreciation Event this past weekend at the Ottawa Titan's Baseball Game. Lifeease Financial raised $8,000 for Starlight Children's Foundation and welcomed 160 clients and their families to the game. Thank you to everyone that joined us!
Lifeease Financial was proud to watch Gus Pappas receive his Award of Excellence Blazer from Sun Life President, Rowena Chan, this past week in Cancun, Mexico. This blazer is presented to a limited amount of advisors who have demonstrated the highest level of trusted advice over their careers. A great moment to witness for the whole team and our clients!
Lifeease Financial was proud to watch Gus Pappas receive his Award of Excellence Blazer from Sun Life President, Rowena Chan, this past week in Cancun, Mexico. This blazer is presented to a limited amount of advisors who have demonstrated the highest level of trusted advice over their careers. A great moment to witness for the whole team and our clients!
Lifeease Financial Solution’s is proud to announce that Associate Advisor Doug Johnston has earned his CERTIFIFIED FINANCIAL PLANNER®️ designation.
Lifeease Financial Solution’s is proud to announce that Associate Advisor Doug Johnston has earned his CERTIFIFIED FINANCIAL PLANNER®️ designation.
Last day for our wealth assistant Megan as she begins her maternity leave next week! All the best in these next steps and we can’t wait to meet your son!
Last day for our wealth assistant Megan as she begins her maternity leave next week! All the best in these next steps and we can’t wait to meet your son!
When is bad news, good news?
When is bad news, good news? We are happy to share our Lifeease Financial 2023 Market Outlook
Our office is committed to meeting with Portfolio Manager's regularly to make sure your portfolio is aligned for success. This week we had dinner with Kevin McSweeney, Head of Canadian Equities at CI Investments to review the 2023 outlook and how he is positioning his funds. 2023 is a opportunity for wealth creation and we can help you get there.
Our office is committed to meeting with Portfolio Manager's regularly to make sure your portfolio is aligned for success. This week we had dinner with Kevin McSweeney, Head of Canadian Equities at CI Investments to review the 2023 outlook and how he is positioning his funds. 2023 is a opportunity for wealth creation and we can help you get there.
Building a practice and leaving a legacy
Always a nice feeling to be published in Wealth Professional recognizing the work our team is doing to build succession planning into our practice. We are constantly growing to help provide advice and value to all our clients.
His last day with Lifeease Financial! Celebrating 45 in the advisory business. Anyone that has worked with Keith knows he will continue to be around in some capacity and will always be a member of the Lifeease team! Thank you Keith!!
His last day with Lifeease Financial! Celebrating 45 in the advisory business. Anyone that has worked with Keith knows he will continue to be around in some capacity and will always be a member of the Lifeease team! Thank you Keith!!
Lifeease Financial - Year End Tax Tips 2022
In a year that has seen unprecedented volatility in the stock market, opportunities that support long term growth, after tax alpha, and downside protection are becoming apparent and available for investors.
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Nous sommes liés par contrat à Distribution Financière Sun Life (Canada) inc., une compagnie d'assurance-vie, membre du groupe Financière Sun Life. Fonds communs de placement offerts par Placements Financière Sun Life (Canada) inc.