Renee Desrosiers, CFP, CIM

Achieve financial freedom with professional wealth management

Wealth management is about many things: retirement planning, wealth transfer, lifestyle protection, legacy creation and, above all, the confidence that you can achieve almost any financial goal with the right advice and a comprehensive plan.

In your journey to financial freedom, you will notice managing wealth is never a straight line. Your wants, needs, risk tolerance, time horizon, the markets – each is in continuous flux, and require your wealth plan to be adjusted accordingly. We're here to help you navigate the complexities and day-to-day details of wealth management, so you can focus on enjoying it, not managing it. We'll build you a comprehensive plan that addresses all financial aspects at each life stage and will be there every step of the way.

We can help you and your family:

Develop a comprehensive plan for your short- and long-term financial goals
Maximize your after-tax investment returns given your needs for income, growth and security
Protect your family’s financial security with insurance solutions
Implement retirement income strategies
Design a succession plan for a smooth transition that funds your future plans
Implement tax-efficient wealth transfer strategies, including the use of trusts and insurance
Build a legacy and enrich the lives of others with charitable giving

How can we help?

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