Lewkowitz Financial

About Lewkowitz Financial

Lewkowitz Financial is an independent investment services firm located in the Woodfield neighbourhood on Dufferin Avenue in London, Ontario. The firm serves a diverse clientele, including business owners seeking a transition to retirement, professionals looking to simplify complex financial decisions, pre-retirees and retirees, and affluent families. The firm provides personalized wealth management services designed to maximize wealth preservation and growth while reducing risk. Specific services include helping business owners create seamless retirement transitions, providing holistic long-term advice for professionals, and creating personalized plans for retirees to ensure financial security. They also offer specialized guidance for high-net-worth individuals to clarify wealth, retirement, and personal legacies. Additionally, the business provides community resources such as financial seminars and a free Masters Class in Personal Marketing & Business Development for entrepreneurs and professionals. Founded in 1996 by Robert Lewkowitz, the firm operates out of a heritage home recognized by the City of London Heritage Department. Robert Lewkowitz, a Certified Professional Consultant on Aging and a partner at Equity Associates, established the independent practice to provide a personal coaching approach to finance. He is supported by a team that includes Associate Advisor Shari Hall, along with Betty Parker, Kim Rumford, and Yvette Woods. The firm distinguishes itself by offering unbiased, conflict-free advice as independent advisors who are not tied to specific products or providers. They emphasize an educational approach, aiming to provide clarity and comfort through a systematic planning process.