"Lavie Financial: Tailored Wealth Solutions, Global Perspective."

Lavie Financial Services

Structural Design

Lavie Financial offers tailored corporate structure solutions to optimize taxes, liability, and operating costs.

Asset Allocation

We provide personalized, comprehensive financial solutions with asset allocation, lifecycle, and tax planning considerations.

Risk Management

Lavie Financial offers risk management services, helping you select suitable insurance to secure family finances.

Wealth Transfer

Our weal transfer service covers evaluations, investments, tax planning, and risk management for long-term stability.

Trust Planning

Lavie Financial’s trust planning protects assets, reduces tax burdens, and ensures planned distribution to beneficiaries.

Investment Planning

Lavie Financial develops strategic, tax-efficient investment plans, maximizing post-tax returns while diversifying risk.

Tax Planning

Lavie Financial’s tax planning for businesses and individuals reduces tax burdens, enhancing income and wealth growth.

Estate Planning

Lavie Financial’s estate planning ensures wealth distribution per wishes, reducing legal disputes and tax liabilities.

Other Services

Comprehensive financial services from family protection and banking to investments and all kinds. Click to lear more of our services.

Ready to Secure Your Financial Future?

Contact us today to schedule a consultation and discover how Lavie Financial can tailor a plan that aligns with your wealth goals.

Why Us

Lavie Financial is a globally-minded wealth management firm that provides top-tier solutions tailored to businesses and families. With a strong professionalism, integrity, and innovation foundation, we specialize in serving the Chinese community and have developed a team of expert financial advisors. We are committed to helping clients preserve and grow their wealth while giving back to the community through charitable efforts. As one of Canada’s premier financial service providers, we offer comprehensive investment and wealth planning services, ensuring clients’ assets are safeguarded and their financial goals are achieved confidently.

Global wealth management expertise.

Specializing in high-net-worth clients.

Licensed expert financial advisors.

Comprehensive financial services offered.

Strong community and charitable focus.

Proven track record of success.

Testimonials

One of Lavie’s advisors was tremendously helpful in guiding me toward the right insurance. Their vast knowledge of different products gave me confidence that I wasn’t missing out on a better option, and their insights challenged some false assumptions that could have been disastrous for my family and me. It was clear that my best interests came first, and our discussions were open, constructive, and completely pressure-free. I would highly recommend their services!

This letter is to express my gratitude for the excellent service recently provided by one of Lavie’s advisors. Their dedication to advocating for the client’s best interest is unmatched, ensuring that all parties involved remained accountable. Even in urgent situations, they were always available and on call, providing peace of mind when it was needed most. Thanks to the thoughtful policy they designed, I’ve been able to focus on rebuilding and growing my business without worrying about life’s other risks.

In 20 years of professional life, I have not met such a trustworthy financial advisor. One of Lavie’s advisors consistently impressed me with active listening, patience, knowledge, and genuine care for every dollar I earned. With their support, my family and our growing business have been able to achieve peace of mind that would not have been possible otherwise.