Families
Protection, savings, and retirement planning across life stages.
About LG Financial Group
Clear Advice for Families and Business Owners
For more than 20 years, LG Financial Group has helped Canadian families, professionals, and business owners understand their options and plan with confidence.
Our Mission
Helping Canadians make informed decisions with confidence
Insurance, investments, and corporate planning are full of jargon. Our role is to make the moving parts understandable so you can make decisions you feel good about.
Meet Our CEO
Goran Lacic
I help incorporated business owners in Ontario build and extract wealth from their corporations tax-efficiently.
At LG Financial Group, I work alongside business owners and their accountants to structure compensation, insurance, and retirement planning so that both the corporation and the owner keep more of what they earn. Key strategies include Individual Pension Plans (IPPs), Corporate-Owned Life Insurance (COLI), and Capital Dividend Account (CDA) planning.
Many business owners have a strong accountant handling their tax filings but haven't yet had a dedicated conversation about long-term wealth and retirement planning inside their corporation. That's where I can help, working collaboratively with your existing advisors to complement the work they already do.
Working with Goran
- Your accountant leads the tax sideWe model the options; they confirm the tax treatment
- We never move your clientsOur promise to the accountants we work with
- 20+ years in Canadian financial servicesInsurance, pensions and corporate planning
- Reach Goran directly289.339.8100 · goran@lgfinancial.ca
How We Work
Four ideas that shape everything we do
Clear explanations
Complex products and structures, in plain language.
Practical strategies
Real-world planning aligned to your situation.
Long-term relationships
We stay involved as your life and business evolve.
20+ years of experience
Decades of insurance and wealth advisory work in Canada.
Who We Serve
Canadian families, professionals, and business owners
Professionals
Coordinated insurance and investment planning for professionals, consultants, and contractors.
Business Owners
Corporate and personal planning for incorporated owners, with attention to retained earnings, retirement, and succession.
Book a Consultation
Ready to start?
A short conversation is the easiest way to see whether we are a fit for your situation.