Lagasse Wealth Management

"Dedicated to your family's financial well being."

Heather takes a balanced and practical approach to wealth management. She accepts her clients' trust with the promise to bring integrity and insight to all counsel.

Her ultimate objective is to achieve or surpass client expectations while employing a disciplined and conservative investment approach.

You can expect the following from us:

  • A Defined Process: We learn about your current financial situation, portfolio and investment objectives to establish your wealth management goals. Your thoughtfully crafted individual Investment Policy Statement sets out a clear written plan for the long-term management of assets. We structure portfolios to achieve your goals by taking the least amount of risk through proper diversification, quality of investments and dividends.

  • Exceptional Client Service: We are able to focus on superior service by limiting the number of client relationships. Our clients receive a highly personal experience. In all dealings with our clients we strive to be proactive, accessible and transparent.

  • Keeping You Informed: Consistent, informative and relevant reporting is integral to our client relationship. Our reporting is tailored to meet the needs of clients and their advisors.

  • Periodic Reviews: We establish guidelines for periodic reviews. Circumstances change and so should your plan. We regularly review to ensure that your objectives continue to be understood and well served by your plan.

  • Full transparency: Clients pay a fee based on the value of their investments ensuring interests are aligned. There are no transaction commissions. Clients know exactly what fees are paid and their personal investment performance.

  • Enhanced Wealth Management Services: We oversee the multi-dimensional aspects of your family's financial affairs by providing comprehensive financial planning and complimentary access to RBC's Wealth Management Services team. Our team includes highly accredited lawyers, accountants and financial planning specialists offering will and estate consulting, insurance-based wealth enhancement assessment and business succession planning.