Travel Medical
Coverage

Advantage Account
Daily interest
excellent rates.

LifeCheque
Critical Illness Insurance.

Long Term Care

 

financial advisor

Personal Financial Planning

 

Estate Planning

 

Financial Planning

 

Pre & Post Retirement Planning

 

Mortgage Funding

 

Debt Management

 

Wealth Management

 

High Yield Savings Accounts

 

Accounting, Bookkeeping, Tax Preparations

Paul is able to give you the advice and options you need to make the right decisions for your financial future.

"After years of "managing" our financial affairs, strained cash flow and grey retirement prospects, we met Paul Lauzon. He was approachable, understanding and considerate - never too busy to listen. Paul’s suggestions have fine tuned our current financial activities and we now can  expect a secure retirement.
Thank you Paul!"

For a free financial consultation or information on any subject of interest please phone, email or fill in the form on contact us page.

Lauzon Financial Advisors Inc
203-1470 St Paul St, Kelowna BC V1Y 2E6
Phone: 250-717-8444         Fax: 250-717-1661
Toll Free: 877-717-8444
E-mail:
paul@lauzonfinancial.com