Larocque Group Private Wealth Management

Providing wealth management services since 1996

Larocque Group

Private Wealth Management

Enjoy a truly synchronized approach to enhancing your financial well-being, now and in the future.

Larocque Group Private Wealth Management

Providing wealth management services since 1996

We offer a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long-term needs.

Our team will:

Simplify your entire financial life
Create peace of mind by reducing your financial concerns
Guide you through critical financial events
Deliver tax-efficient strategies across all aspects that improve your financial position
Proactively adjust your plan as opportunities are identified

OUR APPROACH

MEET OUR TEAM

Featured Events

Catch upcoming events hosted by Michael Larocque and his team on financial planning for your future.

Thursday, November 7th – How Would Your Business Operate Without You?

Past Event – How Would Your Business Operate Without You?

Past Event – It’s Time You Had A Mortgage Strategy

BROWSE PAST EVENTS

Our Approach To Wealth Management

We take the time to understand what really matters to you.

Explore your current situation

It all begins with a conversation. We will learn about you and your current financial complexities to help us customize our relationship with you.

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Customize your investment program

Managing significant wealth requires us to develop a customized asset mix that mitigates risk, seizes opportunities, and minimizes taxes.

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Clarify your goals & objectives

Every situation is unique. We take the time to explore all the life goals, financial aspirations and concerns you have for yourself and your family.

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Implement a holistic strategy

Activate on recommended strategies with a view of the inter-connectivity across all dimensions of your life.

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Develop a comprehensive plan

Your wealth strategy will be tailored to you and your goals. We provide effective, bespoke strategies to address both long and short-term needs.

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Proactively monitor & adjust

As life and family circumstances change, we work with you to identify and present all relevant scenarios before adjusting your plan.

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Featured Articles

We have the education, experience and knowledge to help you to make informed decisions. Here's a collection of helpful articles written by Michael Larocque and his team.