Nicole Laroche, CIM^®, F. Pl

Mission

I pay close attention to your needs and goals and to understanding your constraints. I provide sound advice and made-to-measure solutions to help you grow your assets and diversify your wealth, now and in the future.

Investment Philosophy

• Knowing you better for a careful examination of the many facets of your personal, professional and family situation.
• Diversifying portfolios with tax efficiency as a concern, always in keeping with each investor's profile.
• Varying asset classes to reduce a portfolio's volatility.

What sets us apart

You are my priority. I aim to build a relationship of trust with you: each step in our lives requires a particular financial approach. With my expertise, I will help you make informed and effective decisions.

Values

• Integrity
• Attentiveness
• Discernment
• Devotion
• Simplicity

Service Offer

The extent of my knowledge and my experience in all financial products makes me a highly versatile advisor for all investors who want portfolios suited to their needs.