Josée Lacasse B.Sc., Fin. Pl.
Financial Planner
Financial Security Advisor
Advisor in Group-Insurance and Group-Annuity Plans
Investors Group Securities Inc.
Firm in financial planning
For over 20 years, I have specialized in wealth management for high-net-worth clients (business owners or managers, self-employed workers, multi-generational families, etc.). Well-being, family, trust, respect and my deep commitment to caring for clients are the values that guide me as a professional.
I tailor solutions to your life’s goals, focusing on all areas of your financial life, from tax and estate planning, to income and incorporation strategies.
I was part of the Canadian National Rugby Team, both as a player and a coach. Competitive international experiences allowed me to develop leadership and confidence skills, which I now apply to all areas of my life. Sports continue to be a part of my daily life as my husband and I enjoy supporting and encouraging our two children in all their physical activities.
People and service are truly at the heart of my priorities. I believe in relationships based on trust and it is with this in mind that I assist clients in bringing their life projects to fruition.