Expert Financial Guidance Tailored to You

Lakeside Financial Group offers comprehensive wealth management and financial planning services to help you achieve your goals.

In the dynamic economic landscape of Toronto and across Canada, navigating your financial future requires not just expertise, but a trusted partner who truly understands your aspirations and challenges. At Lakeside Financial Group, we are dedicated to providing clear, actionable strategies that build and preserve your wealth over generations. Whether you're planning for retirement, saving for education, managing investments, or seeking corporate financial advice, our team is here to offer objective, personalized solutions.

We believe that informed decisions lead to financial peace of mind. That's why we prioritize transparency and client education, ensuring you feel confident and in control every step of the way. Let us help you chart a course towards financial security and prosperity.

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Privacy Policy

Lakeside Financial Group is committed to protecting the privacy and security of personal information. This policy explains how we collect, use, share, and protect information in connection with our site and this service.

We collect various types of information when you interact with our online platform or use our services. This includes information you provide directly to us, such as your name, contact details, financial information, and other details necessary for providing wealth management, investment advisory, financial planning, corporate finance, estate planning, and retirement solutions. We may also collect information automatically as you navigate through our site, including usage details, IP addresses, browser type, operating system, and information collected through cookies and other tracking technologies.

The information we collect is used for various purposes, including to:

- Provide, operate, and maintain our services.

- Personalize and improve your experience on our site.

- Communicate with you, respond to your inquiries, and provide customer support.

- Process transactions and manage your accounts.

- Understand how our site is used and improve its functionality.

- Ensure the security and integrity of our systems and services.

- Comply with legal and regulatory obligations.

We may share your personal information with third parties only in limited circumstances, such as with service providers who perform services on our behalf (like IT support or data storage), when required by law or regulatory authorities, or with your explicit consent. We do not sell your personal information. Any third parties with whom we share information are required to protect it in a manner consistent with this policy and applicable laws.

We implement appropriate technical and organizational measures to protect the personal information we collect and maintain. While we strive to use commercially acceptable means to protect your information, no method of transmission over the Internet or method of electronic storage is 100% secure.

Depending on your location and applicable laws, you may have certain rights regarding your personal information. These rights may include the right to access, rectify, erase, or restrict the processing of your data, as well as the right to object to processing and the right to data portability. To exercise these rights, please contact us using the details provided below.

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.

Our site may contain links to external sites that are not operated by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

Our services are not directed to individuals under the age of 16. We do not knowingly collect personal information from children under 16.

We may update this privacy policy from time to time. We will notify you of any changes by posting the new policy on this page. We encourage you to review this policy periodically for any changes.

To contact Lakeside Financial Group regarding this privacy policy or your personal information, please write to us at:
Lakeside Financial Group
181 Bay Street, Suite 2400, Toronto, Ontario, M5J 2T3, Canada.