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LigonLevy Wealth specializes in financial services for business owners and incorporated professionals.  With expertise in tax-efficient wealth building strategies, we offer custom solutions for this independent group of Canadian clients to provide a meaningful difference throughout the various stages of life.

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While the business owner and professional are an important part of our practice, we provide the same discipline and focus for affluent individuals and families, institutions and foundations.  We take pride in working together to build bespoke plans, using a proven process and long-term management strategy.

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We want to work with you.

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Here's how.

We listen. We learn.

 

We invest with you, not for you.

It's important to save for retirement.

Let's do it smarter.

Up to 60% more tax efficient compounding.

Save up to 20% to your bottom line.

Coverage for you and your valuable employees.

Needs analysis

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Know your status.

 

Are your policies working for you?

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Dynamic planning to secure your next stage in life.

 

Put your mind at ease.

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