We will help tailor you a wealth plan that considers the key aspects of your personal and financial life, but also goes beyond your investments and retirement and focuses on all your life goals.
We strongly believe that sound financial planning requires an in-depth analysis of all factors and considerations that may arise in your quest to meet your financial and personal goals.
What We Offer
We provide expert financial advice. From helping executives and business owners to advising professionals and families, we ensure you’re getting the best guidance from our professional team.
LK Wealth Group is part of one of Canada’s pre-eminent Independent Financial Services firms, Echelon Wealth Partners Inc. In 2016, associated with world renowned Chief Global Strategist Peter Schiff purchased Dundee Goodman Private Wealth from famed investor Ned Goodman’s Dundee Financial. We are also a growing firm, with more than $4 billion in assets under administration and management. We service clients across Canada from our offices in Toronto, Oakville, Ottawa, Montreal, Calgary, Vancouver, Victoria and Tokyo.
Frequently Asked Questions
What kind of financial advice do you give?
We give financial advice from a top down approach. First we target a client’s large long-term financial objectives, then give detailed financial advice to reach those objectives.
Do you offer individually tailored investment plans?
Every person has different values and goals, therefore we believe it is imperative to create a personal plan for each client.
How would I go about planning for my retirement?
Planning for your retirement begins with identifying how you envision your retirement. From there, we focus on helping you reach those goals with the highest probabilities possible.
We have over 40 years experience providing expert financial advice.
Our enthusiastic team of advisers are always here to help.
Our financial specialists ensure you get the optimum results.
Here’s what just some of our clients have said
Justin is adept at educating his clients on investment decisions and cultivating interest in the economy and the domestic and world markets. Prior to Justin, I had worked with a number of financial advisors who assumed I had no interest in learning about the financial world. I look forward to continue learning more about my investments and watching them grow under Justin’s management.work!
Karen H — Senior Marketing Manager
For expert financial advice you can trust the LK Wealth Management team.
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.