- About Us
- What makes us different?
- About Lucie Larocque
- Our Clients Are
Today
Future
Survivor
Estate
We do not just look at your investments, we help you use your assets the way you want.
We will first sit down and talk about your family. We want to understand your concerns and what most important to you.
This followed by examining your present situation and your lifestyle. What are your needs and what are your wants?
Next we examine your financial security. What protective measures have you put into place to look after what you have? Do you and your loved ones have too much or too little protection?
After that, we look at creating independence. With who do you see your future and what are you going to be doing?
Then, finally we consider what you want to leave behind, namely your legacy. What are your wishes and the needs of your family? Will they be met? And for businesses, how to transfer your business?
This process gives us a complete knowledge of your family dynamic, your risk, your lifestyle, your financial resources, your personal and financial goals which we believe must be obtained in order to properly create your unique comprehensive financial plan.
We offer bilingual services.
Member of:
- FP Canada
- Institute of Advanced Financial Planners (IAFP)
- Advocis
At LaRocque Wealth Solutions Inc., your wealth is about more than money:
it is your ability to do what you want, where you want and how you want.
We are your primary point of contact for your wealth solutions.
We guided you in making more knowledgeable decisions, saving time and energy.
We meet with you in the comfort of your home or office and work with other professionals for you. This added convenience will put all professionals working according to your plan.
We have knowledge and passion. We are planning and process driven not product driven. We provide a much-needed service (fee for services).
We understand that you may not have things prepared and this is part of our assignment to get you organized.
Each plan is distinctive because we understand the uniqueness in each client situations.
Our discovery process assess all aspects of your life and brings them together.
We identify planning opportunities and appropriateness in the light of the nature and extent of your assets and circumstances.
We execute and supervise your plan as you live your life.
We provide an objective and independent opinion. We are truly one of a few.
Lucie Larocque is a respected financial planner living in the Barrie area. She has an avid background in taxation, retirement planning and estate planning, with over 25 years of experience in those areas. Lucie has been self-employed for many years and has also been a valued board member with not-for-profit organizations.
She understands the importance of keeping her knowledge current in this fast-paced world and she is committed to lifelong learning.
Lucie embraces the Standards of Professional Responsibility that demonstrates the highest possible ethics, conduct and behaviours.
She is a CFP professional and member in good standing with the Financial Planning Standards Council. She is part of the elite group, Charted Strategic Wealth Professional.
Lucie works extremely hard for her clients and yet still finds time to be part, as foundation members, of LiveUp2 a non-profit association who provide scholarships to youth who have been financially affected by the loss of a significant figure in their life. As well, as she share one common goal with JA Canada, she volunteer to teach about financial literacy to grade 7–12. Lucie is a passionate kit boarder.
Accreditations:
- Certified Financial Planner
- Registered Financial Planner
- Chartered Strategic Wealth Professional
- Financial Management Advisor
- Canadian Securities Course
- Chartered Financial Divorce Specialists
With any journey, it helps to map out the path before setting off.
Individuals who lack experience in certain areas and/or who have many demands in their lives and do not have the time required to properly assess options or implement and monitor the recommendations that are developed.
People who want peace-of-mind knowing that someone is overseeing their wealth with no conflict of interest.
Individuals and families who are looking for knowledgeable and objective wealth advice.
People who require financial administration support and liaison with other professionals to direct their wealth.
People who like to spend more time doing what they enjoy and less monitoring of their assets.
Executors how need general guidance and supports.
Those separating and divorcing individuals who require competent financial advice for their long-term well-being.
Long-term personal and business success take planning.
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