Services Offered
Financial Planning
Comprehensive wealth management and investment strategies tailored to your risk factors and long-term goals.
Life Insurance Solutions
Expert advice and policy options for life insurance, including renewal and optimization to save on premiums.
Risk Assessment and Management
Personalized analysis to navigate high-risk scenarios, such as medical histories, ensuring viable coverage.
Insurance Policy Review
Thorough evaluation of existing policies to identify gaps and recommend improvements for better protection.
Investment Management
Ongoing investment services with a focus on client comfort and communication for sustained growth.
Reviews
5(5 reviews)
Rating Distribution
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Kara-Lynn Palmer
via Google
about 1 year ago
John has been very supportive, knowledgeable and patient with my situation with holding money over the years for me, while investing it based on my risk factors and comfort. Thank you and look forward to more years to work together.
E
Evan Zolile Mehlomakuluvia Google
about 2 years ago
John is an incredibly passionate and kind individual who you would trust with your finances because of his challenging personal story in finance. would highly recommend to partner with john for all your financial planning needs!
A
Angelina Vazvia Google
about 3 years ago
My partner and I had 3 cascading life insurance policies with BMO and were looking to renew them, hoping to streamline our overall package of insurance and potentially save on premiums. Our current advisor quoted a significantly higher premium for the same package with BMO and two other advisors we contacted had reasonable rates but nothing special. John Lysack was the quickest to respond to me -- prompt, smart, transparent, respectful and engaging, he asked good questions and understood immediately what we wanted to achieve. He had our goals in mind and offered us a terrific policy with RBC -- more insurance for a longer period of time for less money than we were paying with BMO. From there, the process was smooth, efficient and throughout it he provided excellent customer care and great, ongoing communication. We would work with John again and recommend him to anyone.
A
abigail hannavia Google
almost 5 years ago
John Lysack is an amazing financial advisor who is well organized and will help you to effectively reach your financial goals. Not only is he a great professional at what he does but he is someone you can relate when expressing your financial situation and where you want to be.
L
Laura Armstrongvia Google
about 6 years ago
My husband and I had always had trouble getting insurance due to him having Cancer twice. When we met with John, he was prepared, knew what we were looking for and brought not only the viable options for us with him, but took a look at what we currently had. It turned out that one of the policies would have been null and void if needed. He took the time to show us our available options at a price that was reasonable, as well as explaining why that product was the best for us. I would highly recommend John for not only your Financial needs, but your insurance needs as well.
