Thank you for visiting my website.
As you can see from my Biography, I have been in the financial services industry for over 35 years. At the time I decided, as one of the top Investment Advisors in Canada, I did not want to manage portfolios anymore, my clients had assets with me of over $125 Million. They did so because they trusted me and believed in the integrity and wisdom of my advice. I now help a select group of clients:
Preserve the wealth that they’ve worked so hard to build;
Protect them against any misfortune that may befall them;
Provide for them, their loved ones, and their legacy for the rest of their lives, and afterwards.
I have created a Life Goals Review whose subject headings are: Family, Wealth, Health, Risk, Business, Succession, Estate Planning, Legacy, and Tax Minimization. After 25 years of helping clients build their wealth, I now help them preserve and protect it, while ensuring that their affairs are structured in the most harmonious and tax efficient way. As their Insurance Specialist, in addition to helping clients with innovative insurance solutions to save taxes while alive and maximize their estate when they’re gone, I also have a Resource Network of people and professionals to assist in times of greatest need.
I have created a piece I call “What do I do” which will give you a better idea of the unique value I bring. If you would like to speak to me further about how I might be of service to you or your clients, I can be reached at 604-536-1326, toll free at 1-866-536-8089 or by email at: email@example.com
Doug E. Lachance