Top Reasons

Top 10 Reasons to Work with Us

  1. Customized solutions. Rather than offering model portfolios or splitting your assets into narrowly-defined investment buckets, we help you conceive and implement a wealth management plan that is customized to your personal risk tolerance, time horizon and objectives.
  2. An integrated approach. By integrating wealth management and financial planning, we look well beyond your assets when developing wealth strategies. We also consider planning needs for your tax, estate, insurance, succession planning and charitable giving.
  3. A focus on your concerns and needs. Using a proprietary approach, we conduct an exceptionally in-depth information gathering session to help you articulate what keeps you up at night and what you still hope to accomplish to live your life without regrets.
  4. A proven process. We deliver results by following a rigorous wealth management process that revolves around tried and true investment experience.
  5. Experience and expertise. With over 30 years of wealth management experience, our team has the expertise to safely navigate through any type of market environment. With Certified Financial Planners (CFPs), insurance specialists and estate planners on staff, you also gain access to broad-based and unbiased advice.
  6. One-to-one contact. To ensure you receive the level of personalized service you require, you will have the opportunity to work directly with our team members who each possess a specific area of expertise.
  7. Top-rated service. The longevity of our relationships with many of our clients speaks to the level of service we deliver. In an independent survey administered by Advisor Impact, an organization dedicated to gathering insights from thousands of investors and advisors each year, we scored an aggregate total of 4.9 out of 5 for the service we provide.
  8. The strength of our partners. The Latremoille Group is supported by the substantial resources of our partner firm, Richardson GMP. As Canada’s leading independent (non-bank) wealth management firm, Richardson GMP has access to exclusive investment products, superior research and institutional-quality wealth management services.
  9. Tax efficiency. Although virtually all investment firms understand the imperative of tax efficiency, not all have the expertise to build truly tax-efficient portfolios and estate structures. We have the resources, internal knowledge and experience to take tax implications fully into account when structuring your wealth management solutions.
  10. Full transparency. In addition to setting up on-going meetings at the frequency that's right for you, we make sure that you are always informed. This includes providing customized performance reporting, online access to your accounts and a transparent fee schedule.

team-susan-latremoille

Susan Latremoille

MBA, FCSI, ICD.D, FEA

Director, Wealth Management, Wealth Advisor

CONTACT SUSAN


  • "IS YOUR WEALTH WORKING FOR YOU?"
  • "WHEN LIFE EVENTS HAPPEN, WHAT HAPPENS TO YOUR WEALTH?"
  • "ARE YOU GETTING THE RIGHT ADVICE?"

Offering Answers to the many aspects of wealth management.