Langlois Financial Service

At Langlois Financial Services, we believe that trust, experience, and knowledge are the keys to helping our clients achieve their lifelong dreams. For over three decades, we have been dedicated to providing personalized advice in all aspects of financial planning. Our highly qualified advisors specialize in five key areas of planning: Investment and Retirement Planning, Tax and Estate Planning, Succession Planning, Insurance Solutions, and Employee Benefits.

Our Team

Our experienced team of advisors is committed to delivering exceptional service to our clients. Our team includes:

• Michael Langlois, Founder and President, a lifetime member of the prestigious Million Dollar Round Table, and a Certified Health Insurance Specialist.
• Brian Langlois, Certified Financial Planner, a member of the Million Dollar Round Table, and an expert in attention to detail and innovative problem-solving.
• Kevin Ramcharan, Financial Security Advisor, with a background in group life and disability insurance, and a passion for educating clients about protecting their financial future.
• Charmaine Langlois, Vice President of Accounting and Promotions, who brings her accounting expertise and enthusiasm for event planning to our team.
• Michael Langlois Jr., Licensed Marketing Assistant, who plays a key role in our day-to-day operations and client services.

Services

We offer a comprehensive range of financial planning services to help our clients achieve their goals. Our services include:

• Investment and Retirement Planning: Our team of experts will work with you to create a personalized investment strategy that aligns with your financial goals.
• Tax and Estate Planning: We can help you minimize your tax liability and ensure the smooth transfer of your assets to future generations.
• Succession Planning: Our advisors will help you develop a plan to ensure the smooth transition of your business or assets.
• Insurance Solutions: We offer a range of insurance products to help protect your financial future, including segregated fund policies and more.
• Employee Benefits: Our team can help you design and implement employee benefits programs that meet the needs of your employees and your business.

Planning Tools

At Langlois Financial Services, we utilize sophisticated planning tools to help our clients achieve their financial goals. Our planning tools include:

• Investment Analysis: We will work with you to create a personalized investment plan that meets your financial goals.
• Tax Planning: Our team will help you minimize your tax liability and optimize your financial situation.
• Estate Planning: We will work with you to create a comprehensive estate plan that ensures the smooth transfer of your assets.

Get in Touch

If you're looking for a trusted partner to help you achieve your lifelong dreams, we invite you to schedule a consultation with our team. Our team of experienced advisors is dedicated to providing personalized advice and exceptional service to help you achieve your financial goals.