As your Investment Advisor, we will work with you to build your Wealth Plan.

Wealth management extends beyond investment advice and money management. Creating a Wealth Plan customized to your individual needs will help you protect your current lifestyle, manage your nest egg, plan your retirement and create a lasting legacy. We will guide you – and your family – through each life stage by helping you understand the various financial issues, concerns and opportunities you face.

Guiding you through each stage of your life:

  • Accumulating wealth – growing assets
  • Protecting wealth – maintaining assets
  • Converting wealth – creating an income stream
  • Transferring wealth – creating a legacy

Five key steps to helping you manage your wealth:

  • Introduction – determining if wealth management is right for you
  • Discovery – understanding your needs, goals and objectives
  • Strategy – matching your objectives with suitable wealth strategies
  • Solutions – tailoring thoughtful and creative solutions to your objectives
  • Service – reviewing your situation regularly


Schedule a time to discuss your investment needs today! Contact The Laprise Wealth Management Group, at:

Phone: 416-842-7130

Toll Free: 1-800-561-4468