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Who are we?  Lucette Simpson is a partner at Lanagan Lifestyles. She has been in the financial business for twenty years. Lucette comes from Geraldton; the friendliest town in Northern Ontario. She is fluent in English and French. Nick Simpson is a partner at Lanagan Lifestyles. He qualified as a civil engineer in England and worked in engineering on three continents. He changed careers in 2001 to become a lifestyle counselor. What do we do?
Lucette Simpson is Lanagan’s financial planner. Financial planning is a process that leads to the attainment of financial goals and objectives. Nick Simpson is Lanagan’s lifestyle counselor. Lifestyle planning is the assessment of satisfaction with current lifestyle choices to determine if change is needed or desired.
Why do we do it?
We believe that everyone benefits from financial planning.
We believe that people want to achieve balance in all aspects of their lives and to continuously improve their lifestyles.
How do we do it?
We gather information, prioritize goals and objectives, analyze data and write a financial plan. We help clients implement the plan and review their progress on a regular basis.
We give financial and lifestyle planning presentations and coaching to help individuals develop continuous improvement in wellness, finances, housing, activities, documentation and relationships.
Who have we done it for?
We have clients who have been with us since 1987. Comments such as “Thanks for making me understand”, “I wish I had known sooner”, “Thanks for putting me on the right track” and “I feel like a great weight has been lifted from my shoulders” assure us that we are serving our clients effectively. “I used to be nervous about how or when I would retire. Lucette taught me about financial planning and investing my money. She helped me save taxes. More importantly, I can trust Lucette. I am thrilled to say that I am retiring this year.”
Gail More, Administrative Assistant
Lester B. Pearson High School “I am a former financial planner and respected Lucette for her knowledge and integrity. When I left the financial planning industry, I chose Lucette to handle my investments and taxes. She is highly professional and great to work with.”
Gael MacLeod, Executive Director
Calgary Real Estate Foundation “Lucette is a financial planner I feel comfortable working with, and in whom I have confidence. She provides outstanding service. She meets my financial goals by working within my risk tolerance. She is a real pleasure to work with.”
John Wilkening, Computer Consultant What makes us different?
We have developed a unique approach to assist clients in all aspects of personal planning. We do this by combining financial planning with lifestyle planning. Our approach is to stimulate clients into thinking about all the separate components of their lives and identifying imbalances between these components. We help people develop a deeper understanding of money and how it influences their lifestyle objectives. Why do we encourage you to do business with us?
Lucette will work with you to develop your personalized financial plan. As an experienced and independent financial planner, Lucette will listen to your concerns, find solutions to your needs and assist you in reaching your goals.
Nick brings many skills from engineering to lifestyle planning, for example; decision analysis. With tools specially designed for the purpose, Nick will help you to examine and assess your lifestyle choices. Fees Our fees are $125.00 per hour. We charge a minimum of $1500.00 for a comprehensive financial plan. ....Planning Pays!
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About Us 
