Welcome to my site


Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.
Managing finances, minimizing taxes, planning for retirement, or structuring an estate in a tax-efficient manner may also be required.
On every step of your life, your needs tend to change:
 
• Accumulating wealth - growing assets for future goals like retirement.
• Protecting wealth - maintaining assets to protect financial well-being.
• Converting wealth - creating an income stream to live an ideal retirement lifestyle.
• Transferring wealth - creating a lasting legacy for family and other beneficiaries.

It does not matter if you are at the first stages of your wealth accumulation or at the stage of  transferring your wealth , I will be more than happy to help you along the way.

Manon Lapalme, B. Admin, CIM, FCSI

Senior Investment Advisor

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