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Financial Planning Expertise

Inflation, changing tax laws, fluctuating interest rates and other uncontrollable events have created an unpredictable financial environment in each of our lives.

Without expert help, how can you be sure you’re making the right financial decisions, directing your savings to the right path and preparing wisely for your retirement?

These are huge decisions that could make the difference between a sound future or a financial disaster.

But even if you accept your need for professional guidance, where do you look and how can you be sure you’re getting the best, impartial advice? Sadly, anyone can call themselves a financial advisor even without relevant qualifications.

In the Greater Toronto Area, business owners and professionals increasingly turn to Lyon & Butler to get the financial wisdom and integrity they seek to turn an uncertain present into a more secure future.

Financial Planning Roots

With roots that go back over 100 years and a strong team of qualified affiliates, Lyon & Butler’s Financial Services division can help you design and manage your financial and investment plans to protect your future.

But although our history and reputation stretches back many decades, we have a distinctly 21st century outlook on financial planning, with in-depth knowledge of investment options, retirement planning and taxation implications,

We’re fully versed in Canada’s and Ontario’s financial regulatory environment and we have long-established relationships with many leading financial organizations including banks, investment houses and insurers.

Scope of Financial Planning Services

The scope of our financial advisory services for both individuals and businesses includes:

  • Individual retirement and income planning including
    • Registered Retirement Savings Plans (RRSPs)
    • Registered Education Savings Plans (RESPs)
    • Tax Free Savings Accounts (TFSAs)
  • Group RRSPs and deferred profit sharing plans (DPSPs)
  • Wills and estate planning
  • Tax planning
  • Portfolio analysis
  • Investment services including segregated and mutual funds
  • Various types of annuities
  • Group benefits and disability plans

That is just a sampling. Depending on your personal and business needs we can also provide related services such as business owner protection, partner buy-out funding and all types of insurance both for individuals and groups.

Why Lyon & Butler

Lyon & Butler’s Financial Services Division has a track record of performance success that speaks for itself.

Many of our clients have been with us for many years and rely on us to keep them informed of the implications of changes and opportunities in the financial environment (as well as in their own personal circumstances).

Add to that our longstanding service as an insurance broker, with links to leading companies throughout Canada, and you have a holistic approach to investment and insurance of a standard that would be difficult to find anywhere else.

Furthermore, we are independent of individual finance houses, investment organizations and insurers to ensure we deliver the best options for our clients.

And finally, we don’t rest on our laurels. We stay firmly in touch with everything that’s happening in the financial world. And we stay firmly in touch with our clients and their needs.

What Next?

In these turbulent times, the only thing you can truly predict about the financial future with any degree of certainty is… uncertainty.

But it is certainly possible to minimize the risks that spring from that uncertainty with knowledgeable financial planning with the right expertise.

You really can’t afford to take chances and risk costly mistakes with your financial future, especially when you call on the experts at Lyon & Butler for a free, no-obligation preliminary consultations.

Please don’t delay on this. You could have a lot to lose. Contact us now by clicking the button on this page.

We offer more than just a policy

See what we can do for you today