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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.

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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.

© 2019 LigonLevy Wealth Company Limited. All rights reserved.

Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”).  Investment services are provided through LL Investments of ACPI, an approved trade name of ACPI.  Only investment-related products and services are offered through ACPI/LL Investments and covered by the CIPF. Insurance and Group Benefits and financial plan consulting services are provided through LigonLevy Wealth.  LigonLevy Wealth is an independent company separate and distinct from LL Investments of ACPI.

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