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Lewkowitz Financial

602 Dufferin Avenue, London, ON

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About

With over 30 years’ experience helping clients make financial decisions confidently, we work to provide a level of comfort and clarity with respect to your retirement, family wealth and personal legacy.

1 hire on Bark
15 min response time

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Q&As

My favourite parts of this job are the relationships I get to build. I love working with people and knowing that I am helping them work towards their goals.

Some of the things I am most proud of are:
1. We do not have any propriety product, so the investment choices we are recommending are 100% in your best interest, based on your unique situation.
2. We are a locally run firm, and we work as a team.
3. When you become a client of Lewkowitz Financial you are never a number you become family.

Regardless, I believe that you should interview your financial advisor before making any decisions. All firms are going to make wonderful claims, but it really boils down to a connection. If you feel that there is a good connection, then you have the foundation for a good relationship.

Yes. Our services can be provided remotely. We can do consultations over the phone and/or by Zoom. We do thoroughly enjoy the company of our clients and appreciate having in person visits.

Services

I can help you evaluate your situation. Provide a workable guideline to see if you are on track to retiring when you would like and with enough income to support your lifestyle desires.

I can help you determine what types of investments are most suitable for your needs. I consider your risk tolerance and work with your time horizon to provide advice unique to your situation.

I help guide your overall financial picture. You may be saving for children's education, a down payment for a home, or other major purchase. Maybe you're beginning to consider retirement planning, how to live in retirement. Or maybe you are wondering if your investments are tax efficient. We also help to protect your assets from untimely or unexpected events. Overall, considering everything mentioned we build out working strategies to accomplish your specific goals.

How thoroughly do you understand the pro's and con's of:
RRSPs - Registered Retirement Savings Plan | RRIFs - Registered Retirement Income Funds | LIFs - Life Income Fund | TFSAs - Tax Free Savings Accounts RESPs - Registered Education Savings Plans | RDSPs - Registered Disability Savings Plans | HBP - Home Buyer's Plan | FHSA - First Home Savings Account ... and more. I will help you navigate these programs, your eligibility, and tax consequences.