Welcome to Lacasse De La Riera & Associates. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years.
We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being.
With an enhanced team-based approach that provides both local and national industry expertise, Lacasse De La Riera & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being. (*Offered through Investors Group Securities Inc.)
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
Before starting to work with Josée and her team in my mid-50s, I thought my retirement plan was 'Freedom 99'. I had investments with multiple institutions and an employer pension plan, but despite having spent time with my bank’s financial advisors I didn’t have an overall financial plan. Josée collected all my information, we discussed what my objectives were, and she came back to me with a very detailed and comprehensive financial plan. I have since retired and Josée continues to provide support with ongoing financial advice for investment options and tax strategies. We typically meet on a quarterly basis to update my plan and make sure everything is on track. Excellent service from a very competent group of professionals.
Explore all your financial possibilities with the IG Living Plan’s ‘Plan Alternatives’ feature.
IG Target Education Portfolios make saving for post-secondary education easier and less stressful, so you can focus on your child’s more immediate firsts.
IG’s Chief Investment Strategist, Philip Petursson, discusses equities’ surprisingly decent performance in Q2, along with persistently sticky inflation and interest rate hikes.
