Our Philosophy The Team
Retirement Planning Wealth Planning Insurance Services
Wealth Management Inc.
 

RETIREMENT INCOME PLANNING 

What does your retirement look like? Are you traveling? Chasing after grandkids? Finally opening those bottles of wine that you have been saving?

The Lee-Owe MacLeod Retirement Planning Experience

Retirement Income planning is unique to everyone’s situation. At Lee-Owe MacLeod there are no cookie cutter plans. Our meetings focus on you and what you are trying to achieve and the life you want to enjoy.

Our team of experienced financial advisors deliver expert retirement income planning advice by focusing on your goals and your values.

We create and implement customized yet easy to understand plans that make your retirement experience truly your own.

 
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The LOM Approach.

We look at every aspect of your financial situation before beginning the planning process so that we can confidently advise you on your customized retirement program. The best thing about retiring with our team is that we guarantee we will be with you every step of the way. Curious about how taxes will affect you in retirement? Are you retiring on two incomes and not sure which to use first? We will answer all the questions you have so you can enjoy the open road of retirement — worry free.

We use a diverse range of retirement planning techniques to ensure that each client is left with a well rounded and customized retirement plan.

Retirement Income Layering

Coordinating Tax Planning

Income analysis and integration

Tax Investment Strategies

Tax efficiency planning

Debt Management

Portfolio Risk analysis

Portfolio fee Audit

Strategic Asset Allocation

Business Planning

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Let’s Talk Retirement.

 
 
 
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Why People Choose Us.

We work one-on-one with each of our clients so the resulting retirement plan is customized and driven by what they need. We give clients a clear view of their financial holdings so they can understand where they are in relation to their retirement goals.

Next, we provide direction on  "where to go from here" by providing honest and straightforward advice. Since we are an independent organization we do not represent any single bank, trust company, asset manager or insurance provider and by extension we don't represent their interests, giving us the freedom to truly represent yours.

We also collaborate with your existing group of professionals; Bankers, Accountants, Investment Councillors, Insurance Agents, and Brokers to ensure well informed decision making that will leave you with a plan that works with the rest of your life. 

Lastly, the LOM team is dedicated to transparency. In order to build a long lasting relationship, clients should understand our process, the outcome, how we plan to measure success, and what the costs will be.

 
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