"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

Tony was tremendously helpful for helping me pick out the insurance I needed. His vast knowledge of different products gave me the confidence I wasn't missing out on a better choice, and he provided insights that challenged my false assumptions which may have ended disastrous for me and my family. It's clear he had our interests at heart and our discussions were frank and fruitful with no pressure at all. I would highly recommend his services!

This letter confirms the excellent service recently provided by Tony. He has consistently advocated for this and have earned my trust. Words cannot adequately describe his dedication to ensuring all stakeholders, within the process are accountable to the best interest of the client (me). Business hours do not exist in disasters–Tony was available and always on call as required. I am also tremendously grateful for the excellent policy designed by Tony. As a result of this, my focus has been getting the business up and running without worrying other risks in life”

In 20 years of professional life, I have not met such a trustworthy financial advisor like Tony. He never failed to surprise me by his active listening, patience, knowledge and caring for ever dollar I made. Without his help me, my family as well as our growing business could not have peace of mind.