TEAM SYNERGY
We, Lauzon, Beaulac, Chartier Team, are independent investment advisors who work with iA Private Wealth, a wholly owned subsidiary of one of the largest insurance and wealth management groups in Canada. Our team has been working together since 2019. After joining forces, we have created a multi-generational team with over 25 years of combined financial experience and a team synergy that ensures the best quality of service for our clients. Together, we combine each of our strengths and experience in order to truly provide a holistic approach to our clients’ wealth planning.
SOLUTION-ORIENTED
When working with our clients, our greatest priority is to understand their investment vision for the future and their values. We do this by analyzing our client’s current financial situation and asking the right questions. We then create customized and unique investment plans for each of our clients, depending on their financial needs and goals. We provide solution-oriented investment plans and make sure to advise and support our clients in all spheres of life.
TURN-KEY METHODOLOGY
We pride ourselves on providing a turn key approach to wealth investments for our clients. Whether they are looking to buy or sell property, pass on their business, or prepare for retirement, we will advise our clients how to achieve the financial outcomes they desire. Over the years, we have developed a very large network of service providers, with whom we work closely with. This allows us to refer our clients to the right professionals, depending on their current need. Our greatest goal when working with clients is to accompany them through their financial life and advise them so they can feel financially confident with each new phase.
MULTI-GENERATIONAL APPROACH
Our multi-generational team gives us a unique advantage where we can truly follow our clients through each wake of life and even continue to work with their children and generations to come. When working with us, we create long-term plans that make our clients feel secure and confident in their financial investments. We remain in constant communication with them about their investment portfolio and always advise them on any financial changes we recommend, as the market evolves.
Our Approach
1
Understanding Your Goals and Setting Objectives
The first step when beginning to work with us is a conversation that allows us to truly understand what are your goals, what are your objectives and what do you envision for your financial future. We discuss why you are seeking a wealth plan at this point in your life and what is your current financial situation. These pieces of information are essential and will all come together when building your investment plan.
2
Creating Your Investment Plan
Now that we know your current financial situation, your investment goals and your financial vision for the future, we are able to start building a wealth investment plan. In creating your plan, we will lay out the steps that need to be taken in order to achieve your desired financial objectives. Based on these steps, we will be able to build you an investment portfolio that is unique to you and will help achieve the financial results you want.
3
Updating You On Progress & Required Adjustments
We constantly remain up to date with the evolving markets and check back with you when we believe it is time to make adjsutements to your portfolio to make sure we stay on track to achieving your investment goals for the future. We remain transparent and available at all times to answer your questions so you can always feel confident in your wealth investments.
Our Values
UNDERSTANDING
Too often, the person asking the questions does not take the time to truly listen to the answers. It is important for us to get to know our clients on an individual level. We do this by asking the right questions and truly understanding what they want to achieve with their financial planning. Whether it is to secure retirement, diversify their portfolio, sell their business, or any other major life step, we make sure to create an investment strategy that best reflects their values and vision for life and retirement.
RESPECT
We respect each of our clients and their financial position. Regardless of the value of their assets, their age, or when they decide to seek our services, we respect each individual situation. We lead with empathy and take the time to get to know our clients' visions of the future and their values. We understand the level of trust it takes to put your hard work and sometimes life's earning in our hands. We do not take this responsibility lightly and we make sure you feel confident and at ease, every step of the way.
INTEGRITY
This is at the core of everything we do. Now more than ever, with the constant changes in the market, we remain transparent with our clients at all times. As your advisors, we make it our duty to always be transparent with you about what steps we must take next and how we can better prepare for your financial future. Even if this means adjusting our strategy along the way, we constantly ensure that we are hitting the necessary targets to reach the financial goals we created.
COMMUNICATION
Remaining accessible to our clients at all times is among our core values. We remain in constant communication with our clients; whether it is to advise them of market changes affecting their portfolio, a new law that will affect them, or simply to keep them updated on their investments. Likewise, we also remain available for our clients to contact us with any questions they have or for guidance as they enter a new financial chapter in their life.
EDUCATION
Markets are constantly evolving and in consequence, so is our knowledge. We always read up on the latest trends and information so we can remain in a position of proactivity. We plan ahead and prepare for what is to come so when a change or shift in the market occurs, we already have a plan in place. Of course, during this process, we explain our steps and reasonings to our clients to keep them informed and confident in their investment portfolio.
About
Contact Us
3578 boulevard Concorde Est
Laval, Québec, H7E 2C7
514-992-2959
Client Portal
©2022 by Team Lauzon, Beaulac, Chartier.
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. 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.