When Life Events Happen, What Happens to Your Wealth?
Money is an important part of life, but life is about much more than money. That's why wealth management cannot focus
solely on returns. It also needs to take life events into account - whether an inheritance, the sale of a business, retirement, death or divorce.
For over three decades, The Latremoille Group has created wealth solutions customized to the unique needs of business owners, executives, professionals, affluent families and individuals.
By understanding what keeps you up at night, we explore the intersection between money and life to isolate the issues that need to be addressed. This allows us to take the twists and turns of life into account when managing your money.
Altogether that allows you to benefit from:
An integrated approach to financial planning and investment management
Wealth management solutions tailored to your personal goals, aspirations, life experiences and expectations
Honest, unbiased advice provided by a team with experience, longevity and a commitment to achieving the results you expect
Next, discover the Top 10 Reasons to Work with Us