PROFESSIONAL WEALTH MANAGEMENT,
SUIT AND TIE NOT INCLUDED.
The most independent Financial Planning, Investment Advice,
and Life Insurance sales available from a professional in Canada 🍁
Be confident you are doing enough. Know your retirement numbers. Pay less tax.
MEET DAVE! 👋🏼
Hi, I'm Dave! Allow me to introduce myself, my company Lantern Wealth, and how I can deliver a more personal and approachable service for all your financial needs.
I worked for the Big Banks and I have done the 'suit and tie' thing. Neither were for for me.
Wealth building is a personal subject, having an actual relationship and rapport with the person managing yours is important.
Independent financial advice for Canadians, suit and tie not included.
Life is busy.
Like, sooooo busy.
- Your time is precious, we will honour that.
- You know that you do not have the time, interest, or experience to do it yourself.
- All of this seems overwhelming, it's tough to jump in and get started.
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