We look beyond investments to help you use your assets in ways that support the life you want to lead. Our process begins with a thoughtful conversation about your family, your priorities, and the concerns that matter most to you. We then review your current circumstances, lifestyle, needs, and aspirations before assessing the financial safeguards you have in place to protect what you have built. From there, we consider how to support your independence, including the people, activities, and goals that define your future. Finally, we address your legacy - your wishes, your family’s needs, and, where applicable, the successful transition of your business.
This process gives us a complete understanding of your family dynamic, risk considerations, lifestyle, financial resources, and personal and financial goals which we believe is essential to developing a financial plan that is truly tailored to you.
Your wealth is about more than money; it is the ability to live with purpose, make meaningful choices, and pursue what matters most on your own terms.
We serve as your primary point of contact for comprehensive wealth planning solutions. Our role is to help you make more informed decisions while saving you time and energy. We meet with you in the comfort of your home or office and coordinate with your other professional advisors on your behalf, helping ensure that each professional is working in alignment with your overall plan. Our approach is guided by knowledge, experience, and a genuine commitment to planning. We are process-driven rather than product-driven, and we provide an independent, fee-for-service offering designed to help you become organized, informed, and confident in your financial decisions.
Every plan is distinct because each client’s circumstances, priorities, and goals are unique. Our discovery process assesses all aspects of your life and brings them together into a coordinated planning framework. We identify appropriate planning opportunities considering the nature and extent of your assets, needs, and circumstances, then help execute and oversee the plan as your life evolves.
We provide independent advice, an approach that distinguishes us in the financial planning profession.
Lucie Larocque is a respected financial planner based in the Barrie area. She has extensive expertise in taxation, retirement planning, and estate planning, supported by more than 30 years of professional experience in these areas. Lucie has been self-employed for many years and has also contributed as a valued board member for not-for-profit organizations. She recognizes the importance of keeping her knowledge current in an evolving financial landscape and remains committed to lifelong learning. Lucie upholds the Standards of Professional Responsibility, reflecting the highest standards of ethics, conduct, and professional behaviour. She is deeply committed to serving her clients and, outside of her professional work, enjoys pursuing her passions for kiteboarding and biking.
