Business Details
30 Years
experience
Your Trusted Financial Partner in Burlington
Larocque Group Private Wealth Management has been delivering tailored financial solutions since 1996, prioritizing client-centric strategies to enhance long-term financial well-being. Our approach begins with understanding individual client needs through comprehensive consultations, followed by the development of customized investment programs that mitigate risk and optimize tax efficiency. We specialize in holistic financial planning, addressing estate liquidity, retirement goals, and intergenerational wealth transfer while maintaining a proactive stance in adjusting plans as life circumstances evolve. Our team combines extensive industry experience with advanced certifications, including Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) designations, to provide authoritative guidance.We emphasize transparency, building enduring client relationships through consistent communication and a commitment to addressing both immediate concerns and long-term aspirations. Our services extend beyond traditional wealth management, incorporating mortgage advisory, insurance planning, and philanthropic strategies to create comprehensive financial frameworks. With a proven track record of client satisfaction, we continue to serve as trusted advisors for individuals and families seeking financial clarity and security.
Services
Tax-efficient investments
Estate planning
Insurance planning
Retirement strategies
Portfolio management
Mortgage advisory
Philanthropic planning
Details
- Year established: 1996
Highlights and features
- 25+ years of experience in personalized wealth management
- Certified Financial Planner (CFP) and Trust and Estate Practitioner (TEP) professionals
- Holistic approach integrating tax, investment, and risk management
- Proactive financial plan adjustments based on life changes
- Proven client satisfaction through long-term relationships
Associations and certifications
- CFP Board
- STEP (Society of Trust and Estate Practitioners)
What people say
Trusted advisors
Personalized approach
Proactive adjustments
Knowledgeable team
Peace of mind
Services
Tax-efficient investments
Our tax-efficient investment strategies focus on minimizing tax liabilities while maximizing returns. We create customized asset mixes that align with your financial goals, utilizing advanced planning techniques to ensure optimal tax outcomes. This service helps clients preserve wealth across generations through strategic tax planning.
Estate planning
Estate planning services ensure your assets are distributed according to your wishes while minimizing tax burdens. We specialize in wills, power of attorney, and trust structures to create comprehensive estate solutions. Our approach safeguards your legacy while addressing current financial needs.
Retirement strategies
We develop personalized retirement plans that guarantee financial security during your post-employment years. Our strategies incorporate tax-advantaged accounts, income optimization techniques, and risk management to ensure sustainable retirement income tailored to individual lifestyle goals.
Portfolio management
Our portfolio management service offers continuous oversight of investment assets, adjusting strategies based on market conditions and personal circumstances. We employ diversified approaches to balance risk and return, ensuring alignment with evolving financial objectives and market dynamics.
Insurance planning
Insurance planning services identify appropriate coverage to protect against financial risks. We assess life, disability, and critical illness insurance needs to create safety nets that complement overall wealth management strategies, ensuring comprehensive protection for clients and their families.
People
Michael Larocque
Executive Financial Consultant
With CFP, TEP, and RRC designations, Michael has provided personalized financial planning since 1996. He specializes in comprehensive wealth management strategies and client-focused financial solutions.
Dorianna Hampson
Associate Consultant
Dorianna brings expertise in client relationship management and financial plan development, having transitioned from executive assistant to consultant in 2017 within the Larocque team.
Bindiya Patel
Associate Consultant
A Conestoga College Financial Planning graduate, Bindiya combines small business experience with financial advisory services to create personalized plans that evolve with client needs.
Amanda Hoiting
Marketing Manager
Amanda oversees client experience operations and marketing initiatives, maintaining business systems and coordinating client appointments since joining in 2017.
Moritz Kahlke
Administration Assistant
Moritz contributes administrative expertise and customer service experience to support the team's operational efficiency and client interactions.
Questions
What financial services do you specialize in?
We specialize in tax-efficient investments, estate planning, retirement strategies, portfolio management, insurance planning, and philanthropic solutions tailored to individual client needs.
How do you create personalized financial plans?
We begin with comprehensive consultations to understand your unique circumstances, then develop customized strategies that address both immediate concerns and long-term financial objectives.
What qualifications do your advisors hold?
Our team includes Certified Financial Planners (CFP), Trust and Estate Practitioners (TEP), and professionals with advanced financial planning certifications from recognized institutions.
How often do you review financial plans?
We conduct regular reviews and proactively adjust plans as needed, typically meeting clients 3-4 times annually to ensure strategies remain aligned with evolving goals.
Do you work with clients outside Burlington?
While based in Burlington, we serve clients across Canada including Fort McMurray, Woodbridge, and other locations through personalized remote and in-person consultations.
What makes your approach different from other firms?
Our holistic approach combines tax, investment, and risk management with a strong emphasis on building long-term relationships and providing continuous plan adjustments.
