William Goldstein
Lifestages Financial Planning Services Ltd. · Whistler, British Columbia, Canada
William Goldstein is a fee-only financial advisor at Lifestages Financial Planning Services Ltd. in Whistler, British Columbia, Canada, who holds the QAFP credential. William charges a one-time planning fee and hourly fees (one-time plans from C$2,000) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Lifestages Financial Planning Services Ltd. |
|---|---|
| Based in | Whistler, British Columbia, Canada |
| Fee model | One-time planning fee · Hourly |
| Fees (firm's website) | One-time plans from C$2,000 |
| Credentials | QAFP |
| Website | www.lifestagesfinancial.ca |
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Questions about William
Is William Goldstein a fee-only financial advisor?
Yes. William Goldstein is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does William charge for financial advice?
William charges a one-time planning fee and hourly fees.
How much does William charge?
According to Lifestages Financial Planning Services Ltd.'s website, checked October 28, 2026: one-time plans from C$2,000.
Where is William Goldstein based?
William Goldstein is based in Whistler, British Columbia, Canada.
What does William specialize in?
William's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does William Goldstein hold?
William Goldstein holds the QAFP credential.
How do I contact William Goldstein?
Through William's website, www.lifestagesfinancial.ca.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Lifestages Financial Planning Services Ltd. website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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