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lmbf | savings and financial planning

Whether it is to fulfill your dreams, establish a retirement plan, grow your wealth, create value for your business, or reduce your taxes, etc. we create strategies tailored to your financial goals while taking your budget into account.

Investments

  • Guaranteed investment funds
  • Guaranteed deposits
  • Term investments
  • Mutual funds

Annuities

  • Life annuity
  • Adapted life annuity
  • Assured annuity
  • Artist’s pension

Registered systems

  • Registered retirement savings plan (RRSP)
  • Tax free savings account (TFSA)
  • Registered education savings plan (RESP)
  • Registered retirement income fund (RRIF)
  • Locked-in retirement account (LIRA)
  • Lifetime retirement fund (LIF)
  • Locked in retirement income fund (LRIF)