CREATING
WEALTH
FOR OUR CUSTOMERS

IS OUR X.

CREATING
WEALTH FOR OUR CUSTOMERS IS OUR

X.

LFX IS AN INNOVATIVE FINANCIAL SERVICES FIRM SPECIALIZING IN TECHNOLOGY PROFESSIONALS AND ENTREPRENEURS.

WHAT WE DO:

- HOW MUCH SHOULD I CONTRIBUTE TO MY RRSP AND MY TFSA?

- AS A SELF-EMPLOYED WORKER, IS IT PROFITABLE TO INCORPORATE?

- I'M INCORPORATED. SHOULD I PAY MYSELF IN SALARY OR IN DIVIDENDS?

- HOW CAN I REDUCE THE TAXATION OF INVESTMENT INCOME IN MY COMPANY?

- HOW TO BENEFIT FROM PERSONALIZED ADVICE, WITH MINIMUM MANAGEMENT FEES?

- IS IT POSSIBLE TO GET A BETTER RETURN WITHOUT RISKING MORE?

- ARE THERE ANY INTERESTING ALTERNATIVES TO FNB/ETF? 

- I'M CHANGING JOBS. WHAT ABOUT MY OLD GROUP PENSION PLAN?

- DO I NEED LIFE OR CRITICAL ILLNESS INSURANCE?

- BY BECOMING A FREELANCER, I WILL LOSE MY GROUP INSURANCE. HOW CAN I PROTECT MYSELF?

- HOW TO USE INSURANCE AS AN INVESTMENT VEHICLE? 

- does the salary I'm offered reflect my skillset and market value?

- would it be profitable for me to become a self-employed consultant? at what rate?

- LUNCH AND LEARN and financial education in companies and other organizations. 

VIA OUR TRUSTED PARTNER: MRL MORTGAGE BROKERS.

AUTHENTICITY PERFORMANCE COMPETENCE 

WE HELP CONSULTANTS FOUNDERS EMPLOYEES PRESIDENTS
UNDERSTAND PERSONAL FINANCE TO MAKE PROFITABLE, INFORMED DECISIONS.

WE HELP CONSULTANTS FOUNDERS EMPLOYEES PRESIDENTS
UNDERSTAND PERSONAL FINANCE TO MAKE PROFITABLE, INFORMED DECISIONS.

THINK DIFFERENT.

- APPLE, 1984

IN A HUMAN AND UNPRETENTIOUS APPROACH, WE OFFER HIGH-PERFORMANCE, SECURE AND SOPHISTICATED INVESTMENT AND TAX OPTIMIZATION SOLUTIONS.

OUR PASSION FOR INNOVATION DRIVES US TO DEVELOP TOOLS THAT ENHANCE THE CUSTOMER/ADVISOR EXPERIENCE, LIKE OUR OWN CRM.

BECOME A CONSULTANT

A TURNKEY SOLUTION TO UNDERSTAND, PLAN AND START WORKING INDEPENDENTLY WITH CONFIDENCE.

A distinctive offering for investors from all industries, who stand out because of their substantial assets or outstanding potential.

A distinctive offering for investors from all industries, who stand out because of their substantial assets or outstanding potential.

CONTACT US

CONTACT US