Lottsa’s Recent 2024 Updates

Winter 2025:

• Contact Lottsa Financial Services if you would like to explore becoming a managed assets client.
• We also offer separate Financial Planning Services.  This document provides information about the timeline and process in putting together a Financial Plan at Lottsa.
• For more detailed information about current services and fees, please see the Services & Fees tab.

Please see the Contact Us page for contact information and up-to-date details about Lottsa’s hours, directions and important updated parking information.

As always, you are welcome to reach out to Lottsa Financial staff by phone or email if anything changes or questions arise.

Scott, Sarah, Andrew and Lisa