LP Financial Planning Services Ltd. | Winnipeg

Who is LP Financial?

Looking for Advice?

Have Questions?

OVER 30 YEARS OF FINANCIAL EXPERTISE

Successfully managing your financial affairs over a lifetime requires discipline, knowledge and experience.

How much do you need to retire? What is the best way to invest? What risks do you need to be aware of and what is the best way to deal with those risks? What is the impact of tax? Inflation? Fees?

Over the past 30 years, our advisors have answered these questions, and others, for thousands of families across Canada providing clarity and delivering results.

Understand your goals

Our advisors take the time to get to know you.

Simplify your finances

Our advisors will create a plan that meets your needs.

Clear & transparent communication

Our advisors help you understand your investments.

Ensure you are on track

Our advisors will review and update your plan as life evolves.

Minimize your tax

Our advisors make sure you’re not paying more than you absolutely need to.

Protect your family

Our advisors protect and grow your wealth by providing sound investment recommendations and by developing proper contingency plans.

Leave a legacy

Our advisors will help you efficiently transfer your wealth to family and/or charity.

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Have questions?

Please fill out the form to ask about any questions or concerns you may have.

Member of the Canadian Investment Regulatory Organization

The Canadian Investment Regulatory Organization (CIRO) is the national self-regulatory organization (SRO) that oversees mutual fund dealers, investment dealers, and trading activity on Canada’s debt and equity marketplaces.