LAKESHORE ADVISORY GROUP

Education is at the core of everything we do. We are deeply committed, personally and professionally, to your financial literacy, offering educational resources and partnering with you throughout the process to help instill confidence in every financial decision you make... At the Lakeshore Advisory Group, your family is ours. In defining and communicating your family values, you'll have taken an essential step in the process to help ensure your wealth management strategy is well rounded and secure for multiple generations... Picturing your ideal future is often blurred by the complexities of wealth management. At Lakeshore Advisory Group, our aim is to help clarify our clients' visions through planning, education, and a strategy built to secure their future for generations to come.

Primary location: Oakville