As co-owner of Millennium Express Ltd, Becky wanted to offer more to her employees than just a pay cheque. With Cheryl’s support, she created a group benefits plan that reflected her values and gave her team the security and support they deserve.
Retiring at 70 was never about slowing down for Madonna, it was about doing it her way. With a clear and confident retirement plan, she’s enjoying the freedom she worked so hard for, with no second-guessing.
Returning home to Newfoundland with dreams of building a forever home, Rebecca and her family encountered more than a few setbacks — including job loss and a child in the NICU. Through it all, we helped them stay grounded with a flexible financial plan tailored to life’s unpredictable turns.
After the sudden loss of her husband, Jennifer faced the unimaginable; raising three daughters alone while navigating grief and financial uncertainty. With guidance and support, she gained clarity, financial security, and the confidence to face a future she never anticipated.
Together, Craig and Jane raised a blended family of five while juggling busy careers. They managed their cashflow, avoided unnecessary debt and saved for retirement. Several years before they were ready to make the transition to semi-retirement, they sat with a member of the Lupin Planning Group team to look at their numbers. While they
When Kerry Lynn decided to take control of her financial future, everything changed. Despite a successful career, a beautiful home and four amazing children, conversations around cashflow had always been a source of stress and something to avoid. When she found herself single in her mid-forties, she knew it was time to change that narrative.
The first day Ruth walked into our office, she was filled with both sadness and trepidation. While grieving the loss of her beloved husband of more than 50 years, she found herself having to navigate the complexities of financial planning alone. Having dealt with large institutions for financial advice up to that point, she was
As a successful real estate professional, Cody is on a mission to ensure his clients have a stress-free home buying experience. During a recent meeting with his Lupin Planning Group advisor, he was surprised to learn the differences between mortgage insurance purchased through a mortgage lender versus insurance purchased privately through an independent insurance professional.