Book a Clarity Call Today
The first step is a conversation — not a commitment.
Get in Touch
Email: mary@Lpfm.ca
Phone: (416) 894-1513
What to Expect
30 Minutes
A 30-minute focused conversation
No Obligation
No obligation and no product recommendations
Clear Next Steps
A clear sense of next steps by the end of the call
What We’ll Focus On
Every client type has different priorities. Here’s what Mary will help you address:
Canadian Business Owners
- Reducing passive income tax on retained earnings
- Creating tax-efficient access to corporate capital
- Building a tax-efficient estate plan for business succession
- Protecting the business with key person and buy-sell coverage
Incorporated Professionals
- Tax-efficient wealth accumulation inside a professional corporation
- Tax-efficient retirement income strategies
- Disability and critical illness protection to safeguard income
- Estate planning and wealth transfer to the next generation
Affluent Families & Estates
- Multigenerational wealth transfer structured to minimize tax erosion
- Minimizing taxes at death and probate fees
- Maintaining privacy in the distribution of assets
- Creating lasting legacies through coordinated insurance and estate planning
Professional Advisors
- Specialized insurance expertise complementing your existing advisory team
- Collaborative, transparent, and always client-first
- Available for three-way client meetings
- Clear illustrations and documentation for every engagement