112 Thickson Rd N, Whitby, ON L1N 3R2View on Map »
At LCM Financial Planning, we believe that it is important to provide effective solutions that are specific to our client’s needs. One size does not fit all, so we offer options and alternatives that are right for you, your goals and your comfort zone. LCM provides a wide range of planning services that are designed to reduce your stress associated with:
| Your Stress | What we do to relieve your stress |
|---|---|
| What do I really want to get out of life? | Clarifying Goals and Objectives |
| Where is my money going? | Cash flow analysis |
| Am I really getting ahead in this life? | Annual net worth review |
| When will I retire and how comfortable will I be? | Retirement Income planning |
| How do I help my children/grandchildren become financially independent? | Education planning |
| Are my hard earned savings being invested in the best way for me given my own "Greed vs. Fear" factors? | Proactive Portfolio advice |
| How would my family or business survive if I could not work tomorrow or worse yet, wasn’t around at all? | Risk management planning |
| How will my personal and business affairs be dealt with after I am gone? | Estate planning |
Aligned Capital Partners Inc. ("ACPI") is a full-service investment dealer and a member of the Canadian Investor Protection Fund ("CIPF") and the Canadian Investment Regulatory Organization ("CIRO"). Investment services are provided through LCM Securities, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/LCM Securities and covered by the CIPF. Financial planning and insurance services are provided through LCM Financial Planning Limited. LCM Financial Planning Limited is an independent company separate and distinct from ACPI/LCM Securities.
