Gary Lyons Email & Phone Number

The best way to show you what I do is to tell you about my clients. My wealth management practice is designed for clients who share my core values of hard work, appreciation for what has been accomplished, expertise, service and family. My purpose is to prepare you for your success and help you prepare the next generation for your family legacy.Like many of my clients, you may have worked hard to grow your business and are getting close to selling. You may feel unprepared for the impact that your newfound wealth has on you and your family. We start our relationship with a deep conversation that will determine the core actions that will have the greatest impact for you. I call this “The One Thing”.We start by showing you the financial impact of your wealth and define what it means to you. This is often an eye-opening experience that leads to much deeper questions about what is important to you and your family. You likely have some ideas about housing, travel and your legacy. We will do in-depth financial modelling to help you make good decisions, have a plan to monitor annually, and adjust appropriately as circumstances evolve. To ensure that you get the results you want, I make it a priority to hold everyone accountable, including you, your other advisors and myself. Next, we plan for your next generation. This starts with a review of your existing estate documents which, in my experience, are often insufficient for your new circumstances Together we will clarify what is important to you and make sure your estate plan reflects this. My team and I will help you provide clear instructions to your lawyers and make sure your wishes are properly documented.Having wealth can be more complicated from a tax and inheritance perspective. So, we design strategies that will make you more tax efficient & reduce your final taxes. We will also review your insurance situation from an estate erosion and liquidity perspective.My clients have access to my extensive expertise, and a team of lawyers, accountants, insurance specialists and investment experts. I pride myself in delivering an extraordinary level of service that I have been told is unique in my industry. I know that you will feel the same.If this sounds like the experience you’d value, please email me (glyons@assante.com) and we'll set up an introductory conversation!

Listed skills include Retirement, Mutual Funds, Management, Wealth Management, and 14 others.

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  University Of Alberta

  Law