Your life is your most important asset.

Life Design Systems is a family run financial services firm specializing in insurance based strategies pertaining to retirement and estate planning. We create customized learning experiences to help our clients understand what they need to know and do in advance in order to achieve their personal and financial goals in the next stage of their lives.

Our unique, interactive process gives our clients the opportunity to review their vision, strategy and planning team from a different perspective in order to identify any cracks or missed opportunities in their current planning system.

If your life is your most important asset, is your current system maximizing it's potential?

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What do you want from life?

Let us help...


Clarify your life goals


Establish personal and financial support systems


Mitigate the risks you cannot control

The Crash Test

Our interactive financial modelling process is a time efficient tool that will give you and your family the feedback required to make informed decisions about your strategy and the team skills required to achieve your life and financial objectives.

What would happen to you and your family in the event of a of a crisis? Learn More.

The .Calm Team

Our .CALM TEAM is a network of professionals that we have assembled over the last 40 years that we can call on if a client needs their ideas or services in order to Keep Calm and Carry On.

Learn more about the .Calm Team.

From the Library

What to do when your adviser retires — just as you are heading into retirement, too

If you find yourself nearing retirement and suddenly having to find new service providers, ie., financial advisor, doctor, or dentist, there are a number of areas you should consider when choosing a new provider. Your needs may have changed from when you first started working with these service providers and it is worthwhile to consider these changes before starting out with someone new so you can ensure that the fit is appropriate. The article examines the areas you should consider and provides a few questions to ask yourself during the process.

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