About Lydia LaPointe

A professional financial advisor for over 30 years, Lydia is constantly updating her industry knowledge.    She is licensed in New Brunswick and Ontario.   Lydia works with clients, their families and advisors, to help them achieve financial security for life, and tax efficient wealth transfer at death.    She also works directly with charities to promote increased charitable giving.  Lydia is involved in her church and is actively engaged  in the community.

Lydia is a broker for several top Canadian life insurance companies, is associated with York Financial Services Inc.  and has many years of community service with the United Way, the Forever Fund, Nature Trust NB, Habitat for Humanity NB and Ability NB.

Lydia is also a public speaker.   Topics include:    Estate Planning, Charitable Giving and “Top 10 Tips on How to Disinherit CRA” .    Her complimentary sessions can include a lawyer and/or accountant.

Typical Clients

Lydia’s clients are women, age 60 or older (Single, widowed or divorced).