Pettis Financial Services

Wealth Management

Lyla Pettis is a retirement income specialist who can help you grow and protect your assets, and ensure that your money works as hard has you do. She’ll help you find investment products that provide tax efficient retirement income streams so that your income will last as long as you need it to. Lyla can answer your questions about:

  • Guaranteed Investment Certificates
  • Segregated Funds
  • Annuities
  • Term Deposits
  • Guaranteed Income Products
  • Retirement Savings Plans
  • Retirement Income Funds

Insurance Products

Life can take some unexpected turns. The onset of a disability or critical illness, the loss of a loved one, or developing the need for long-term care can have a devastating effect on a family’s personal finances. Having the right insurance coverage can help you feel more prepared for times of uncertainty, and ensure that the financial resources are there when you need them most. Lyla Pettis is an independent insurance broker, and can source competitive products to protect you and your family. Ask about business options as well, and get a quote for your employee group benefits package.

  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Employee Group Benefits

Estate Planning

Having an estate plan minimizes the financial complications that can occur for your loved ones after your death. They will appreciate that you’ve seen ahead to answer many of the questions they may have, minimizing the amount of time and cost involved in settling your estate. Most importantly, having an estate plan ensures that your wishes are carried out, and that you can pass on the personal wealth that you’ve worked so hard to acquire, exactly the way you want to. As a professional financial advisor, Lyla Pettis can help you find the answers that are right for you with regard to estate privacy, trust funds, taxation and more.

Through a professional consultation process, Lyla Pettis will help you evaluate your retirement plan and show you what you need to know about retirement savings, tax-free savings accounts, and retirement income. She can help you identify both short and long term options that will help you to minimize taxes and put your closer to meeting your financial goals.

Financial Planning

Pettis Financial provides financial advice to help you chart a course based on your own goals and priorities. The decision of when to retire is easier to make when you know where you’re at, where you want to go, and what you need to get there. The help of a professional financial advisor can help you know if you are on track:

  • How much money do I need to retire?
  • How will my government benefits and other government benefits and other pensions fit with my RIF?
  • Are my investments set up in the most tax efficient manner?
  • How do I make sure I don’t outlive my income?
  • How do I minimize the amount of estate tax?

Lyla Pettis is a member of:

The Financial Advisors Association of CanadaThe Institute for Advanced Financial Education