top of page

Making our clients feel confident in their portfolio and investment strategies is at the heart of everything we do. Together, each member of our team brings a different perspective and in-depth knowledge that ensures our clients can feel financially supported during every phase of their life. Whether our clients are looking to sell their business, grow their investment portfolio, plan for their future retirement or estate, we create financial plans that are focused on our clients and their goals. 

Investment strategies

We are constantly staying up to date with the latest changes in our economy to ensure your strategy continues to reach your targeted goals.

retirement  planning

We know that planning for the future can be overwhelming and at times scary. It is for this reason we make sure to create a plan that is clear, target oriented and one that you are confident with.

business succession planning

Are you thinking of moving on from your business but not sure about the right steps to take or when to take them? Our team will be able to guide you through each step. 

DSC02145.jpg

Why Team Lauzon, Beaulac, Chartier? 

OBJECTIVE IN ALL WE DO

​

 

ACCOMPANY YOU THROUGH THE PROCESS

TRANSPARENT IN EVERY PHASE

 

EDUCATED INVESTMENTS

​

MULTI-GENERATIONAL

FOCUS ON YOU

DSC02280.jpg

It all starts with a conversation!
Let's chat!

3578 Boul de la concorde E, Laval,QC,  H7E 2C7

equipelbc@iagestionprivee.ca  |  Tel: 514-992-2959

Thanks for submitting!

About

Contact Us

Client Portal

3578 boulevard Concorde Est

Laval, Québec, H7E 2C7

514-992-2959​

OCRI_Regulated_80-20_Dark.png

©2022 by Team Lauzon, Beaulac, Chartier. 

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

 

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc.  Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

iA_PW-H-RGB_E.png
Team Lauzon, Beaulac, Chartier is part of iA Private Wealth inc.
bottom of page