Here at Vaillancourt and Lefebvre Wealth Management, we provide thoughtful wealth and investments management services for our clients. Our approach centers around your specific goal – not around a financial product. We take the time to understand you and your entire financial situation, and work with you to create a practical investment plan focused on your specific objectives, implementing a portfolio with the least amount of risk needed to meet your goals.
We believe in creating a partnership with our clients, which is why we offer quarterly, semi-annual or annual meetings to review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio if necessary.
We provide assistance with: