- Our Services
Our Investment & Insurance Solutions
Financial guidance that starts with your goals, not products.
At LIIS, we don’t believe in one-size-fits-all investing or cookie-cutter insurance plans.
Everything begins with a conversation about your goals.
Your goals may include:
Buying a home
Saving for Children
Freeing Up Cash flow
Preparing for retirement
We build a plan around your life, not around what the market is doing.
We’ll work as hard for your money as you did.
Types of Investment Accounts
Investments designed to advance your life closer to your goals.
Registered Plans
For saving, long-term planning, and reducing taxes.
Non-Registered Accounts
Investing without contribution limits.
Tax-Free Savings Accounts (TFSA)
The most flexible account available.
First Home Savings Account (FHSA)
Helping first-time buyers save faster.
Our guarantee is that our effort, humility, integrity and perseverance will never waver.
Our Investment Philosophy
Whether you’re just getting started, or nearing retirement, what matters is your direction, not your balance.
We customize every plan and modify it as your life evolves and your goals change.
We match your investments to your goals and risk comfort.
We simplify your fianances so you always understand what's happening.
No consultation fees, and no pressure. Visit us, or we'll come to you.
Insurance Solutions
It’s not always clear how insurance works to benefit you, so we help clarify the confusing world of insurance, and make sure you’re covered.
Life Insurance
Financial protection for your loved ones in the event of your passing.
Critical Illness Insurance
Provides financial support if you are diagnosed with a serious illness.
Disability Insurance
Income replacement if an injury or illness prevents you from working.
Group & Employee Benefits
Specialized Insurance Needs (Case by Case)
Not all insurance needs fit into a standard category. We work with clients to find specialized coverage solutions based on their personal, family, or business circumstances.
This may include:
- Business succession and key person insurance
- Estate and legacy planning strategies
- Insurance for high-income or incorporated professionals
- Coverage coordination for blended financial plans
- Specialized health or travel-related coverage needs
- Solutions designed around unique family or lifestyle situations
Because every situation is different, we approach some on a case-by-case basis to ensure the right level of protection and long-term planning support.
We work with multiple insurance providers to make sure the solution fits you, not the other way around.
What Makes Our Process Different
We build plans collaboratively and give you access to the same tools and projections we use, so you’re never left wondering how things work.
“We want to be your partner — not your oversight.”
Educate First,
No Sales Pressure
We will never recommend something you don’t need. Integrity matters.
No Consultation Fees
We don't charge for consultations, they are necessary to ensure we're providing results.
No Gatekeeping
We use tools and platforms anyone can access and we encourage you to use them yourself.
Ongoing, Tailored Support
We stay up to date with you, constantly optimizing for your goals.