(604) 538-6565
eric@lidemark.ca
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Lidemark Financial Group Inc.

Retirees

Helping achieve your retirement goals.

Families

We provide strategies to help families to accumulate and protect your wealth.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest News from Lidemark Financial Group Inc.

Family Business Succession, Estate Equalization and Wills Variation Act

importBusiness Succession Planning, Recent Blogs

  When dealing with the estate planning of a family business it is particularly important to consider the issue of estate equalization.  One of the common objectives in a family business succession plan is to treat the children fairly and/or…

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Contact Us

Eric Lidemark CLU, CFP, CHS
Lidemark Financial Group Inc.
eric@lidemark.ca
(604) 538-6565
3305 – 155B Street
Surrey, BC
V3Z 0K5

About

Statement of Commitment to Clients: My commitment to you is to act with the care and diligence of a reasonable and prudent person conducting his or her own financial affairs. Statement of Financial Advisor Role: We believe our best tool is the ability to ask questions. While financial problems may be complex, the solutions often are not. There is strength in simplicity for most clients.

Our Dealer

Insurance products are offered through our managing general agency.
 
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc.

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