Derek Lacroix, Bba, Cfp®, Cim® Email and Phone Number

As a Certified Financial Planner professional, I help families and businesses get more out of their money, so they can get more out of life. I do this by providing financial guidance in six key areas. Investment, Retirement, Mortgage, Estate Planning, Tax Planning and Insurance PlanningMy mission is to maintain personal, professional and meaningful relationships with clients while providing a one-on-one comprehensive holistic plan to help each individual reach their financial goals.Research shows that regardless of age or income, financial advice has a positive and significant impact on the financial assets of Canadians, which cannot be explained by asset performance alone. (“The Value of Advice Report 2012” www.ific.ca)I believe that with a detailed plan, reviewed and updated regularly, clients will have the financial resources to realize their goals and stay on track.I believe that building long-term relationships with clients is the best way to help them and their families to explore their financial options that are best for them at each stage of their lives.Whatever short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning an estate – I will work with you to develop a plan to help get you there./*********/http://bit.ly/1nspoNn