Pierre Larouche, M. Sc., CIM^®, F. Pl

Mission

Building a long-term relationship based on respect, trust and professionalism to provide you with outstanding wealth management and structured guidance to fit your financial position.

Investment Philosophy

Whether you are at the stage of building wealth, consolidating it, converting it to income or transferring ownership, we can help you make the right decisions.

We have developed an action plan to:

• Diversify your capital to keep your portfolio’s volatility at the most acceptable level possible, based on your investor profile.
• Generate income to ensure that you can benefit now from the yield on your portfolio and that it can be available to meet your cash or reinvestment needs (avoiding decapitalization of your portfolio due to disbursement).

What sets us apart

Our client promise 

First-rate financial service and a team of dedicated experts to offer you a value-added experience with complete management of your financial affairs in keeping with your expectations.

Our partnership with our clients

Our team members have extensive experience and complementarity that will make us an objective ally with regard to your investment decisions.

In addition, we have a solid partnership with the Mouvement Desjardins, Canada’s biggest financial cooperative. With $212 billion in assets under management^{Footnote 1}, this financial institution has the ability to provide you with all the products and services required to meet your wealth management needs.

Values

The Tremblay Larouche Group was formed more than 15 years ago, based on values of integrity, congeniality and professionalism. 

Service Offer

In our view, working with you means building a solid partnership. We therefore advocate:

• A disciplined approach: To generate income that will enable you to benefit now from the yield on your portfolio and to have part of it available to meet your cash or reinvestment needs (to avoid decapitalization of your portfolio due to disbursement). 

• An optimal tax situation: To ensure close collaboration with the other specialists you are dealing with (tax specialists, accountants, lawyers, Caisse account managers or financial planners), we aim to provide added value in instituting a coordinated strategy. For example: an Individual Pension Plan (IPP), a disbursement strategy based on the guaranteed income supplement, cash withdrawal on margin, payment of capital income, corporate class funds, etc.

• Wealth management to fit your needs: Our priority is to have a clear understanding your overall financial position and requirements, including, for example, children’s studies, estate planning^{Footnote 2}, life insurance^{Footnote 2}, credit^{Footnote 2}, banking services^{Footnote 2}, retirement savings, etc.