Enter your date of birth to get started.


business meeting

Loft Wealth Management Group Inc. is your professional financial services firm..

Read more

For Individuals

parents with two children

We’ll help you create a plan just right for you...

Read more

For Business Owners

four professionals smiling

We offer strategic planning for both small businesses and corporations...

Read more

Listen Life Insurance

Our Team


Loft Wealth Management Group Inc. has a variety of investment products available. All of which serve their own individual purpose and all of which can be integrated into your financial plan. We deal with a variety of investment fund companies and other financial... Read more




Trevor Lee is our Mortgage Planning Specialist. Trevor will meet with you at your convenience in order to provide expert advice and service through the entire process. Features and Benefits of a London Life Mortgage Re-Advancable Mortgages If you... Read more


Our Beliefs

Banking Services: Solutions Banking™

Loft Wealth Management Group Inc. provides clients with a full line of banking services and products that compliment the financial planning work that we do. Our banking services are open 24 hours a day 7 days a week. The following is a list of the services... Read more


Charitable Giving


At Loft Wealth Management Group Inc. we believe in offering our clients ongoing education. In fact, an educated client is our best client. The more you understand about financial planning the more you'll see the advantages in dealing with us and our process. Anyone... Read more


Our Value Proposition


Loft Wealth Management Group Inc. offers the opportunity to become involved in the financial industry at various levels of employment. We are always looking for energetic, motivated and professional people who enjoy working with the public and either have experience... Read more


Book a meeting