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Mike Lynes Financial helps you get closer to your money through private investing.
Your investments should create consistent returns while adjusting to market and industry fluctuations with ease. Don’t get stuck with under-performing accounts!

We achieve this through a healthy portfolio, ongoing review, active monitoring and making the right plan for you.

INVESTMENTS

Private market investing, or exempt market investing, offers investors an opportunity to diversify their investments into assets not offered in traditional institutions.

EDUCATION SAVING PLANS

Keep your loved ones from lacking proper education funding when the time comes. Employ an education planning process that opens doors for the best post-secondary options.

RETIREMENT

Your retirement savings and income should never be based on guesswork! Keep your retirement goals in perspective so your post-career years have all your needs met.

FINANCIAL PLANNING PROCESS 

Private Market Investing

Private market investing, or exempt market investing, offers investors an opportunity to diversify their investments into assets not offered in traditional institutions. Private investments can include asset-backed securities, debt offerings and equity in private companies that are tangible asset backed, such as Real Estate, or Land.

Many Canadian pension and Family office plans diversify into non-market correlated assets by investing in private opportunities. These funds are well on their way to achieving the required rate of return for their beneficiaries. Dealers offer investment products that allow the average investor the same asset classes as these pension plans, essentially allowing investors to invest along side the pro’s.

Investments

Your investments should create consistent returns while adjusting to market and industry fluctuations with ease. Don’t get stuck with under-performing accounts!

  • Healthy Portfolio – Not all investments are created equal. My job is to recommend the most suitable investments to match your lifestyle and risk tolerance dispersed through fixed income, segregated funds, and alternative investments.
  • Ongoing Review – I keep a very close eye on your investments to ensure they’re performing optimally and rebalance them whenever needed.
  • What plan is right for you? – RRSPs, TFSAs, or Cash accounts, I will look at the big picture and make sure your investments are in the right vehicle.

 

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  • Welcome to Mike Lynes Financial
May 27th, 2016
Welcome to Mike Lynes Financial I have launched my new website, it is designed to help people get a better understanding of the products and services I offer. Below is a list of areas we specialize in and can help you get closer to your money. Investments Your investments should create consistent returns while adjusting to market and industry fluctuations with ease. Don’t get stuck with under-performing accounts! Healthy Portfolio – Not all investments are created equal. My .....

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