Serving Ontario

  • Tax Planning

    It's important to optimize your tax planning strategies to minimize the amount of taxes you pay and maximize your after-tax income. Consider consulting with a tax Professional to help you navigate the complex tax system in Canada. 

  • Diversification

    Diversification is key to building a resilient and sustainable investment portfolio. Make sure your investments are spread across different asset classes, sectors, and geographies to reduce your overall risk.

  • Retirement Planning

    Canada has a robust retirement system, but it's important to supplement it with your own savings and investment strategies. Consider setting up a Registered Retirement Savings Plan (RRSP) or a Tax-Free Savings Account (TFSA) to maximize your retirement savings. 

  • Estate Planning

    Proper estate planning can help ensure that your assets are distributed according to your wishes after you pass away. Consult with a Professional to help you create a comprehensive estate plan. 

  • Risk Management

    Life is unpredictable, and unexpected events can derail even the best-laid financial plans. Make sure you have adequate insurance coverage for your health, life, and assets to protect yourself and your family in case of unforeseen circumstances.

  • Professional Advice

    Wealth management can be complex and time-consuming. Consider working with a Financial Professional or a wealth management firm to help you develop and implement a customized Financial Plan that meets your unique needs and goals. 


    Why Trust Us

    We understand that every client has unique financial goals and objectives. That’s why we offer personalized financial solutions tailored to each individual’s needs. Our team of experts is dedicated to helping our clients achieve their financial aspirations and secure their future.

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    If you want to

    • Grow Wealth: The goal of growing wealth is to increase the value of your assets over time. This can be achieved through various investment strategies, such as investing in the markets, real estate and even life insurance. The aim is to generate a high rate of return while minimizing risk.
    • Preserve Wealth: The goal of preserving wealth is to maintain the value of your assets over time. This can be achieved by diversifying your portfolio, minimizing taxes and fees, and protecting your assets through insurance. The aim is to minimize the risk of loss and ensure the long-term sustainability of your wealth.
    • Transfer Wealth: The goal of transferring wealth is to pass on your assets to your beneficiaries in a tax-efficient and cost-effective manner. This can be achieved through various estate planning strategies, such as trusts, wills, and gifting. The aim is to minimize the tax burden on your heirs and ensure that your assets are distributed according to your wishes.


    Choosing to work with a wealth management team can be a wise decision for individuals seeking to grow and protect their wealth. Lion’s Share Wealth Management offers customized financial planning and investment management services tailored to each client’s specific needs and goals. By working with our team of experienced professionals, clients can access a wide range of financial products and services, including retirement planning, tax optimization, risk management, and estate planning. Additionally, Lion’s Share Wealth Management can provide ongoing support and guidance, helping clients stay on track and adjust their strategies as their financial situation evolves.

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