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. 251Website
www.mikelarocque.comRevenue
<$5 MillionIndustry
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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2003
BT
Bianca TomensonDirector, Cfp of Financial Planning & Insurance Solutions Senior Planner
Larocque Group Private Wealth Management Tech Stack
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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... Read More
