Bringing over 30 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Lakeside Financial Planning

Meet Our Team

Our clients know they can rely on:

  • a defined,consistent approach to financial planning
  • a commitment to a long term relationship
  • a clear & transparent map to execute your financial plan

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

Learn about Our Processes »

What is a Financial Advisor?

The Value of Financial Advice

Growing, protecting and transferring your wealth requires a good plan - one that will be suited to your needs, goals, aspirations, circumstances, lifestyle and life stages.

Learn how we can help you

Mike Waller, BA, CFP®
Investment Advisor

Mike Waller, Investment Advisor, IPC Securities Corporation
We work closely with Mike Waller of IPC Securities Corporation. For more information, please click here