Larocque Group Private Wealth Management

Finance · Canada · 1-10 Employees

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Overview

Headquarters

155 Main St E Unit 207, Grimsby, Ontario...

Phone Number

+1 8006613250 ext. 251

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Larocque Group Private Wealth Management

Larocque Group Private Wealth Management has been providing wealth management services since 1996, focusing on creating tailored strategies to meet both short and long-term financial needs. Their team aims to simplify clients' financial lives, reduce concerns, and guide them through critical financial events with tax-efficient strategies. They emphasize a customized approach to managing significant wealth, ensuring that each client's unique goals and circumstances are addressed. The company actively monitors and adjusts financial plans as life changes, ensuring ongoing alignment with clients' aspirations.Explore more
Larocque Group Private Wealth Management's Social MediaPopular SearchesLarocque Group Private Wealth ManagementIG Wealth ManagementMichael Larocque, BBA, CFP, TEP - InvestorsSIC Code 62,628NAICS Code 52,523Show more

Larocque Group Private Wealth Management Org Chart

PhoneEmail
DH
Canada flag for contact location.

Associate Consultant, Practice Manager

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Larocque Group Private We...

<$5M
1-10
Private
-
-
DH
Dorianna HampsonAssociate Consultant, Practice Manager
$5.6M
11-50
Private
-
-
AJ
Anita JensenExecutive Assistant
<$5M
11-50
Private
-
2010
RT
Rob TétraultBranch Manager & Investment Advisor & Senior Portfolio Manager
<$5M
1-10
Private
-
-
LC
Linda CunninghamPractice Manager
<$5M
1-10
Private
-
2003
BT
Bianca TomensonDirector, Financial Planning & Insurance Solutions Senior Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
RT
Ronald ToddFinancial Executive & Consultant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Larocque Group Private Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Larocque Group Private Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Larocque Group Private Wealth Management.

Larocque Group Private Wealth Management Tech Stack

A closer look at the technologies used by Larocque Group Private Wealth Management

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Frequently Asked Questions Regarding Larocque Group Private Wealth Management

What is Larocque Group Private Wealth Management's official website?
Larocque Group Private Wealth Management's official website is www.mikelarocque.com
What is Larocque Group Private Wealth Management's Revenue?
Larocque Group Private Wealth Management's revenue is <$5 Million
What is Larocque Group Private Wealth Management's SIC code?
Larocque Group Private Wealth Management's SIC: 62,628
What is Larocque Group Private Wealth Management's NAICS code?
Larocque Group Private Wealth Management's NAICS: 52,523
How many employees does Larocque Group Private Wealth Management have?
Larocque Group Private Wealth Management has 1-10 employees
What industry does Larocque Group Private Wealth Management belong to?
Larocque Group Private Wealth Management is in the industry of: Finance, Securities Trading
What is Larocque Group Private Wealth Management competition?
Larocque Group Private Wealth Management top competitors include: Carney Lyster & Associates Private Wealth, Todd & Associates Private Wealth Management, Vermeeren & Associates, Investment Planning Counsel
What technology does Larocque Group Private Wealth Management use?
Some of the popular technologies that Larocque Group Private Wealth Management uses are: WordPress.org, Google Font API, GoDaddy DNS, Google Workspace
How do I contact Larocque Group Private Wealth Management?
Larocque Group Private Wealth Management contact info: Phone number: +1 8006613250 ext. 251 Website: www.mikelarocque.com
What does Larocque Group Private Wealth Management do?

Larocque Group Private Wealth Management has been providing wealth management services since 1996, focusing on creating tailored strategies to meet both short and long-term financial needs. Their team aims to simplify clients' financial lives, reduce concerns, and guide them through critical financial events with tax-efficient strategies. They emph... asize a customized approach to managing significant wealth, ensuring that each client's unique goals and circumstances are addressed. The company actively monitors and adjusts financial plans as life changes, ensuring ongoing alignment with clients' aspirations.Read More

What are Larocque Group Private Wealth Management social media links?
Larocque Group Private Wealth Management Facebook page
Is Larocque Group Private Wealth Management a public company?
Larocque Group Private Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Larocque Group Private Wealth Management

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