Business Details
30 Years
experience
Your Trusted Partner for Financial Planning Solutions
With over 30 years of dedicated service, we have established ourselves as trusted financial advisors committed to simplifying complex financial decisions for our clients. Our approach centers on personalized wealth management, emphasizing retirement planning, legacy creation, and tailored investment strategies. Founded in 1996, our practice operates from a heritage home in London, Ontario, fostering a welcoming environment for open communication. We prioritize understanding each client's unique goals, offering unbiased guidance rooted in decades of experience and a commitment to ongoing education.Our team takes pride in building long-term relationships grounded in trust, transparency, and a deep understanding of local markets. By focusing on individual priorities, we help clients achieve financial clarity and security while maintaining a strong presence in our community through educational seminars and events.
Services
Retirement Planning
Legacy Creation
Investment Management
Tax Strategies
Estate Planning
Details
- Year established: 1996
Highlights and features
- We offer 30+ years of experience in personalized financial planning.
- Our team provides unbiased, independent investment advice tailored to individual needs.
- We operate from a heritage home creating a comfortable atmosphere for client discussions.
- Our 4-Part Retirement Framework simplifies complex retirement planning decisions.
- We host regular community financial education seminars and events.
What people say
Personalized service
Trustworthy advisors
Decades of experience
Clear communication
Community involvement
Services
Retirement Planning
Our retirement planning service helps clients transition from wealth accumulation to sustainable income strategies. We analyze current assets, future needs, and risk tolerance to create personalized plans that ensure financial security throughout retirement. With a focus on tax efficiency and long-term growth, we help clients maintain their desired lifestyle while preserving wealth for future generations.
Legacy Creation
Legacy creation services focus on preserving and transferring wealth according to clients' values and family needs. We develop comprehensive strategies for charitable giving, estate planning, and intergenerational wealth transfer while optimizing tax benefits. Our approach ensures clients' financial legacies align with their personal values and long-term family goals.
Investment Management
Our investment management service provides customized portfolio solutions based on individual risk profiles and financial objectives. We offer diversified investment options with regular performance reviews and adjustments to maintain alignment with changing market conditions and personal circumstances. The approach emphasizes long-term growth with careful risk management.
Tax Strategies
Tax strategy services focus on minimizing tax liabilities through legal and ethical optimization techniques. We develop customized approaches for income tax reduction, capital gains management, and estate tax planning while maintaining compliance with regulatory requirements. The strategies aim to preserve more wealth for clients' intended purposes.
Estate Planning
Estate planning services ensure clients' assets are distributed according to their wishes while minimizing tax implications. We create comprehensive plans that include wills, trusts, and power of attorney arrangements. The process focuses on protecting family interests and maintaining control over asset distribution.
People
Robert M. Lewkowitz
President
With over 30 years in finance, Robert founded Lewkowitz Financial in 1996. He holds a Certified Professional Consultant on Aging designation and focuses on personalized wealth management. Robert combines extensive experience with community involvement, hosting educational seminars and maintaining strong client relationships through transparent communication.
Shari Hall
Associate Advisor
Shari brings over 15 years of financial advisory experience, specializing in holistic wealth management for high-net-worth individuals. With a background in retail banking and IIROC-regulated advisory roles, she focuses on developing personalized financial programs that align with clients' aspirations while maintaining exceptional service standards.
Kim Rumford
Client Service Manager
Kim has served as Client Service Manager since 1993, bringing expertise in financial planning and Certified Financial Planner credentials. She ensures smooth transaction processing and personalized client support while maintaining a balance between professional excellence and community involvement through local organizational participation.
Betty Parker
Administrative Assistant
Betty manages client documentation with meticulous attention to detail, ensuring regulatory compliance and smooth meeting operations. With a background in Montreal financial services, she supports the team's commitment to seamless client service while maintaining a focus on senior care and community support initiatives.
Yvette Woods
Office Manager
Yvette oversees office operations with global experience spanning Africa, India, and the Middle East. She manages client communications and scheduling while contributing to the firm's welcoming atmosphere. Her international perspective enhances client interactions and team coordination across all financial services.
Questions
What makes Lewkowitz Financial different from other financial advisors?
We combine 30+ years of experience with personalized service in a comfortable heritage setting, focusing on long-term relationships rather than transactional interactions.
What retirement planning services do you offer?
We use our proprietary 4-Part Retirement Framework to create customized plans covering income needs, investment strategies, tax optimization, and estate considerations.
How do you approach investment management?
We develop personalized portfolios based on risk tolerance and goals, with regular reviews and adjustments to maintain alignment with market conditions and life changes.
Do you work with clients outside London, Ontario?
While based in London, we serve clients across Canada through in-person meetings, virtual consultations, and comprehensive remote portfolio management solutions.
What educational resources do you provide?
We host regular community seminars and provide exclusive client resources covering market trends, estate planning, and emerging financial strategies tailored to different life stages.
How are your services priced?
We use transparent fee structures aligned with service complexity, focusing on value creation rather than hidden charges. Specific pricing depends on the scope of financial planning required.
