In 1998, Linda Stephens packed up her accounting and finance experience and high ethical values and decided she could serve the interests of potential clients better on her own. LLS Financial Services Inc. is the result of many years of honouring a client base that appreciates integrity, knowledge, and personal attention. Building slowly and cautiously, Linda has put together a team of professionals that can provide a full range of financial services while still maintaining a personal atmosphere. Those services include personal and corporate income tax preparation and consulting, and accounting and bookkeeping services for self-employed individuals and corporations. At LLS Financial Services Inc., we work with our clients. When our clients succeed, we succeed. We're easy to get to, and we operate from a Street level, year-round storefront location. There is plenty of free parking right outside the door. Visit our fully wheelchair-accessible location for effective financial solutions.
Welcome: WILLIAMSBURG FINANCIAL is committed to you. We provide exceptional financial planning to build and protect personal wealth, allowing you to distribute it the way you choose. We don't have agendas or mandated products to push. There's no hidden fees just smart integrated investment management custom designed solely for your needs. Whether you're looking at retirement or estate planning, insurance products or RRSPs, we have the training and expertise to help. Williamsburg Financial Centre's advisors service clients throughout Kitchener-Waterloo and the surrounding area; we also have service in Orangeville, Barrie, London and the GTA.
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
Our Focus is on your Future. We have the experience to provide a comprehensive approach to meet your present and future goals. We look at the big picture approach knowing that every client has different needs. A representative will meet with you to explain the services we provide and the process involved in setting up a plan to fulfill your needs and dreams. The responsibility of the planner and the client will be addressed. We will obtain information to determine your goals and expectations and clarify your present financial status by analyzing your information and identifying any problem areas or opportunities. We will then present a financial plan and review as determined by the client planner.
Your business is only as strong as your financial plan. We specialize in financial planning for small businesses with diverse and complicated financial needs – insurance, investment, group benefits and savings. However, our expertise also extends to families who understand the value of good advice in maximizing their financial effectiveness now and into the future.