Life insurance in Oakville
Term, permanent, and critical illness coverage for Oakville families, plus corporate-owned policies for buy-sell funding, key person protection, and estate taxes.
Financial Advisor in Oakville, Ontario
Financial Advisor and Insurance Planning in Oakville
Coordinated insurance, investment, and corporate tax planning for Oakville professionals and incorporated business owners, from an advisory team based just down the road in Burlington.
Working With Oakville Clients
Built for incorporated owners and established professionals
Oakville has many incorporated owners, executives, and professionals, so retained earnings, retirement timing, and estate planning carry extra weight. We coordinate corporate tax strategy, insurance, and investments so they work together.
Working with us from Oakville
- Burlington office, just along the QEW4145 North Service Rd., Unit 100
- Start with a phone call289.339.8100
- We work with your accountant and lawyerOne coordinated plan
How We Help
Insurance, investment, and tax planning in Oakville
Corporate tax planning in Oakville
Plain-language explanations of Individual Pension Plans, Retirement Compensation Arrangements, and corporate-owned life insurance, always reviewed with your own tax and legal professionals.
Investments and retirement planning in Oakville
Personal savings, registered plans, and corporate assets lined up with your timeline and your comfort with risk.
Group benefits for Oakville businesses
Health, dental, disability, and pension plans that help Oakville employers attract and keep good people while controlling costs.
Why LG Financial Group
One advisory relationship, not four separate ones
Many Oakville owners have an insurance broker, an investment advisor, an accountant, and a benefits provider who never talk to each other. We coordinate the insurance, investment, and tax pieces directly.
Common Questions
Questions from Oakville clients
Our office is next door in Burlington, at 4145 North Service Rd., Unit 100, just off the QEW. Many first conversations start with a call to 289.339.8100.
Yes, and for corporate planning we prefer it. Any structure should be reviewed by your own tax, legal, and accounting professionals before it is put in place.
Yes. We look at what you have, what it is meant to cover, and whether it still fits your family or business today.
Also serving Burlington and Mississauga
Serving Oakville
Talk to an advisor who works with Oakville clients
A short conversation is the easiest way to see whether we are a fit for your situation.