Ethan LaPlante, CFA

Your Personal Wealth Management Guide

Having spent a large portion of my career providing advice to large financial institutions, I’m proud to bring an in-depth approach to personal wealth management. Working with large organizations allowed me to develop a valuable skill set, but caused me to realize that my passion for wealth management lies in connecting with the people behind the plans. Working closely together, I’ll learn about the people in your life who are important to you, the lifestyle you want to lead, and depend on that information as we develop your personal goals-based investment plan.

Understanding what is important to you is more than just a part of our process – it’s a privilege. Whether you are a business owner looking to maximize the benefits within your corporate structure, a working professional planning for retirement, or a retiree looking for a stable income stream, I will be here to guide you through every step of your wealth management journey. Money is a means to an end, and my ultimate goal is to help you achieve your desired end, while minimizing potential risks for you and your family.

While investments are a crucial part of any financial plan, it’s impossible to predict investment returns with certainty. However, there are aspects of your financial situation over which you have far more control. That’s where a solid understanding and appreciation for your unique needs and goals comes into play, and that is where my team can add the most value. We can help you answer important questions that you may not have considered, such as: are you currently saving enough to maintain your lifestyle in retirement? Are you taking advantage of all the tax strategies available to you? Are your investments organized in a tax-efficient way? Do your current investments reflect your personal ethics and beliefs? Working with my extended team of experts throughout RBC, we’ll consider these questions and more as we design a personalized financial plan that evolves with you.

My approach to investing is modelled after successful institutional asset managers, and the reason for that is simple: I believe that if a strategy is being employed by pension funds across the world, your personal portfolio should have the opportunity to benefit from it, too. Once I understand your personal risk tolerance and objectives, we’ll work together to develop your unique asset allocation and investment strategy. In combining my skills as a Chartered Financial Analyst with the resources of RBC Dominion Securities, you can expect your portfolio to be cost-conscious and professionally managed. Through it all, I’ll be here as your personal guide, sounding board, and advocate as we work towards building the future you’ve envisioned.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.