Business Details
30 Years
experience
Your Trusted Financial Partner in London, ON
Lewkowitz Financial is a trusted financial advisory firm dedicated to simplifying complex financial decisions for clients in London, Ontario, and beyond. With over 30 years of experience, we specialize in retirement planning, wealth management, and legacy creation, offering personalized solutions tailored to high-net-worth individuals, business owners, professionals, and families. Our approach combines a systematic 4-Part Retirement Framework with open communication, ensuring clients achieve clarity and confidence in their financial goals.Operating from a heritage home in a historic London district, we prioritize education through community seminars and exclusive client resources, fostering long-term relationships built on trust and transparency. Our team of seasoned professionals, including Certified Financial Planners and independent advisors, delivers unbiased guidance, leveraging decades of expertise to help clients preserve and grow their wealth while aligning strategies with their values and aspirations.
Services
Retirement Planning
Wealth Management
Legacy Creation
Investment Advisory
Financial Education Seminars
Details
- Year established: 1996
Highlights and features
- We offer 30+ years of experience in personalized wealth management for high-net-worth clients
- Our 4-Part Retirement Framework simplifies complex financial planning processes
- We provide unbiased, product-independent advice tailored to individual client needs
- Our team includes Certified Financial Planners and specialists in retirement transitions
- We prioritize financial education through community seminars and client resources
What people say
Personalized service
Trusted advisors
Financial clarity
Community involvement
Long-term relationships
Services
Retirement Planning
Our retirement planning service helps clients transition from successful careers to fulfilling retirement through personalized strategies. We focus on optimizing wealth preservation, creating sustainable income streams, and developing legacy plans that align with individual values. With over 30 years of experience, we combine market expertise with a systematic 4-Part Retirement Framework to address all aspects of financial readiness for retirement.
Wealth Management
Wealth management services cater to high-net-worth individuals seeking comprehensive financial oversight. Our certified advisors create customized investment portfolios, implement tax-efficient strategies, and provide ongoing portfolio management. As independent advisors not tied to specific products, we deliver unbiased recommendations focused on long-term wealth growth and risk management tailored to each client's unique circumstances.
Financial Education
Our financial education initiatives include community seminars, client workshops, and personalized learning sessions. We cover topics ranging from market trends to retirement strategies, empowering clients with knowledge to make informed decisions. These educational resources complement our advisory services, ensuring clients maintain financial clarity throughout their wealth journey.
Legacy Planning
Legacy planning focuses on creating lasting impacts through strategic wealth transfer. We help clients develop comprehensive estate plans that minimize tax burdens, support family needs, and facilitate charitable giving. Our approach ensures financial legacies align with personal values while providing peace of mind for future generations.
Business Owner Services
Specialized services for business owners address unique financial challenges during retirement transitions. We develop strategies for business succession planning, wealth diversification, and personal financial security. Our team helps entrepreneurs transform business equity into sustainable retirement income while maintaining financial stability throughout the transition process.
People
Robert Lewkowitz
President
Certified Professional Consultant on Aging with 30+ years in financial advisory. Founded Lewkowitz Financial in 1996, specializing in retirement transitions for business owners and high-net-worth individuals.
Shari Hall
Associate Advisor
Experienced financial advisor for high-net-worth individuals. Joined Lewkowitz Financial in 2017, bringing expertise in holistic financial planning and personalized investment strategies after a decade in advisory roles.
Kim Rumford
Client Service Manager
Certified Financial Planner with 30 years at Lewkowitz Financial. Manages transaction administration and client relations, known for combining professional excellence with personalized service to support clients' financial goals.
Betty Parker
Administrative Assistant
Detail-oriented administrative expert ensuring smooth client meetings and accurate documentation. Brings organizational precision to client service operations while maintaining regulatory compliance in all financial processes.
Yvette Woods
Office Manager
Oversees daily operations with global experience in client relations. Manages communications and scheduling while creating welcoming environments that reflect the firm's commitment to personalized client care.
Questions
What retirement planning services do you offer?
We provide comprehensive retirement planning using our 4-Part Retirement Framework, focusing on wealth preservation, income management, and legacy creation tailored to individual client needs.
Do you specialize in high-net-worth financial planning?
Yes, we specialize in serving high-net-worth individuals with customized wealth management strategies, tax-efficient planning, and diversified investment solutions.
What educational resources do you provide?
We offer regular financial seminars, exclusive client events, and personalized educational sessions covering market trends, investment strategies, and retirement planning.
How do you approach investment management?
We use a risk-managed approach with diversified portfolios, regular reviews, and unbiased advice since we're not tied to specific financial products or providers.
Are you available for urgent financial consultations?
Our team prioritizes client needs with flexible scheduling, though we don't offer 24/7 emergency services for standard financial consultations.
