With the proliferation of opinions and information available today, it’s often a challenge to determine what’s right for you. With all possible sources of advice, it can also be difficult to know what will turn out to be in your best interest.
Our focus is to help you define your deepest priorities as clear financial goals, and to provide the tools and processes to help simplify the options available to you. With 30 years’ experience helping clients make financial decisions confidently, we work to provide a level of comfort and clarity with respect to your retirement, family wealth and personal legacy.
Over the course of 30+ years, we’ve developed unique ways to help clients clarify and meet financial goals. Below are a few of the exclusive features of our client experience.
A systematic, organized planning approach allows you to simplify the process of retirement preparation. We look at the four essential retirement variables and find the best possible balance for your situation.
We operate out of a heritage home in a historic London district, so that we can provide a comfortable atmosphere in which to discuss your life and wealth through open communication.
Our approach is to identify all available options, narrow these down to the ones that are in your best interest, and present them in a straightforward manner. This helps to keep financial questions manageable.
Access your portfolio and plan information anywhere with our simple online features.
With the perspective of 30 years’ experience, we are active members of the community and regularly host educational seminars. We also provide exclusive resources and events for our clients.
”Earning your wealth is only the halfway mark; the other half is turning your wealth into something meaningful. Now that you’ve done your part, it’s our job to help you create that significance.
Robert M. Lewkowitz, CPCAPresident, Lewkowitz Financial
Partner, Equity Associates
President, Lewkowitz Financial
Partner, Equity Associates
Robert Lewkowitz has been in the financial industry for over 30 years. He founded Lewkowitz Financial in 1996 in a heritage London home recognized by the City of London Heritage Department as “the gateway to the historic Woodfield Estates.”
In 1988, Robert joined the Royal Bank of Canada after obtaining an Honours degree from the University of Western Ontario. With an interest in serving clients with a personal and comprehensive approach, he found that he was becoming a financial coach for his clients, and established an independent practice in order to serve them better.
Robert is now a Certified Professional Consultant on Aging, and works with a reliable team to provide a fully personalized wealth management service for his clients. He also values ongoing education, and regularly hosts seminars in the community.
In his free time, Robert enjoys travelling and athletics. He has participated in the Boston Marathon and has climbed Mount Kilimanjaro. He is also involved with multiple community and charitable organizations.
“I’ve found that a comfortable atmosphere is the best environment in which to have an open conversation with each client. My team and I operate out of a heritage home in London, with the aim of helping each client make the right financial choices for each individual situation.”
Associate Advisor
Shari Hall is our Associate Advisor, supporting Robert with existing clients as well as welcoming new clients to our practice. Shari’s journey into finance began with retail banking back in 2008. She quickly learned that she could be of more value by offering holistic advice for the long term in an advisory role and became an advisor with an IIROC (full brokerage) firm. We were fortunate to bring Shari on board to provide more and better service to our growing practice, so we can do so without compromise – do more and do better!
Shari, born in London, Ontario, moved to Kamloops, BC for University, then into Vancouver before returning to London in 2007. After 10 years of adventure in western Canada, Shari settled back in London with her husband and children.
In her free time Shari enjoys being active, travelling, gardening, movies and theatre. Usually up for new adventures you may find her on a dragon boat team, or involved in local theatre.
Administrative Assistant
Betty is our “in-house” paperwork expert. She makes the flow of our client meetings much smoother. She ensures the accuracy of all client information for regulatory purposes and updates and prepares all necessary documents.
Betty was born and raised in Montreal. She, along with her husband Andrew, enjoy the “country life” on their property just north of London.
Betty spends much of her spare time enjoying and caring for her family, as well as others. One of her passions is to care for seniors and also those less fortunate.
Client Service Manager
Kim, born and raised in Avon, Ontario, has anchored the team at Lewkowitz Financial since 1993. After earning her diploma in Marketing and Finance from Fanshawe College in London, she continued her studies in financial planning, receiving her Mutual Funds license and attaining the Certified Financial Planner (CFP) designation.
Kim is responsible for the efficient administration of all transactions, transfers, payments, and problem-solving. Always the life of any gathering, Kim is an incredible blend of fun and competence! Our clients rely on her friendly assistance and attention to detail.
Kim resides in the town of Delaware with her husband Steve, daughter Cassidy and son Brayden. Kim and her family are very active in their community, coaching teams, sitting on school committees and helping to organize fundraising events to help families with medical needs.
Office Manager
Yvette was born in Kampala, Uganda. She moved to India just prior to the time of Idi Amin. Yvette completed her BA in India and then worked in the Middle East. Yvette manages our office operations, along with scheduling meetings and managing all communications.
She brings with her a skill level honed over many years of experience around the world. Having lived in Africa, India and the Middle East prior to coming to Canada, Yvette has developed a real love for people and it shows in how she interacts with each person who enters Lewkowitz Financial.
When not caring for clients and staff of Lewkowitz Financial, Yvette can be found caring for her husband Michael and their family. The whole family enjoys introducing others to their rich Indian cuisine and sharing their talent in both theatre and music.
