Helping you reach your financial goals through strategic planning.
240+
Clients at Lane Cuthbert Financial
300+
Custom Financial Plans Built
26+
5-Star Google Reviews
25+
Financial Seminars Taught (over 2500 individuals)
Personal Finance
Your Personalized Plan
Lane Cuthbert Financial doesn’t believe in a “one-size-fits-all” approach. Instead, we understand that your financial journey is unique, and we’re here to provide personalized service that big banks simply can’t match. Whether you’re saving for your dream home, planning for retirement, or looking to optimize your TFSA and RRSP accounts, we’re equipped to assist you. Every client receives a customized plan tailored to their specific financial goals. Additionally, we offer ongoing support and consulting services to ensure you’re making informed decisions every step of the way.
Click here for more details on our personalized planning process.
Investment Management
Financial Growth
Active management of your portfolio is essential for successful investing. Partnering with Lane Cuthbert Financial not only guarantees personalized service but also the potential for higher returns compared to big banks. Through strategic fund management, including segregated funds, we consistently outperform the average market return annually over the past five years, prioritizing the preservation of clients’ capital and the growth of their personal portfolios. At Lane Cuthbert Financial, we customize our services to suit clients with varying risk tolerances, offering alternative investment solutions. Additionally, Lane provides investment consulting services for clients seeking a hands-on approach in the market, ensuring they receive informed and experienced guidance.
Click here for more details on investing management services.
Insurances
You deserve to have a secure financial future.
We understand that you and your family are your greatest assets. Just as we secure protection for your various personal assets, it’s essential to safeguard your family’s future. At Lane Cuthbert Financial, we collaborate with a range of insurance partners to offer options for a secure future. By carefully analyzing your needs, we can identify the right insurance products to protect your goals.
Additional Services
Business Services
Lane Cuthbert Financial collaborates with small businesses to guide them through essential strategic decisions by implementing key metrics and optimizing the effectiveness of financial products and tax strategies. Our team specializes in navigating the various types of insurance tailored to the specific needs of each small business. Additionally, we assist in implementing company benefits that prioritize employee health and wellness. In partnership with myHSA, Lane Cuthbert Financial offers Health Savings Accounts (HSAs), which empower employees to select health benefits that best suit their individual needs, enhancing flexibility and personalization. Click here to contact our team to learn more.
Tax, Retirement, Estate Planning & Consulting
We understand the burden of hefty taxes and strive to minimize them through tailored strategies, ensuring you keep more of your hard-earned money. Our expertise extends to estate planning, providing resources to ensure your assets are distributed according to your wishes. Additionally, we navigate the complexities of retirement planning, offering strategies and tools to maximize government benefits and retirement income, ensuring you’re well-prepared for the future. Click here to contact our team to learn more.
Book a Teaching
At Lane Cuthbert Financial, we promote the 80/20 lifestyle, emphasizing allocating 20% of your finances and time to generosity. LCF actively supports philanthropic organizations through both monetary donations and complimentary financial education. Research indicates that “85% of consumers have a more positive image of a company who gives to charity.”
Over the past 7 years, Lane has collaborated with numerous not-for-profits and companies, teaching his budgeting methodology to over 2500 individuals. Lane is committed to instilling confidence in your financial future. Click here for more information or to book a teaching with Lane.
We are committed to providing custom service, reflecting our core value of helping clients achieve their financial goals with confidence and ease.
