Joel Lamarche, B.Comm-Fin, Cfp Email & Phone Number

Kapuskasing, On, Ca

Northern Ontario

Kapuskasing, On

Here at IG Wealth Management, we are committed to helping you realize both your short and long-term financial goals through comprehensive planning.We believe that building long-term relationships with clients is the best way to help you and your family achieve all of your goals, no matter your stage in life.I lead a team of financial professionals focused on client outcomes and great service. My role is to provide our IG Consultants with the financial planning expertise and tools they need to help you in the best way they can. That includes offering professional support, such as comprehensive training, mentoring and encouragement.Whether you are interested in exploring an entrepreneurial opportunity with IG Wealth Management, looking for referral to a Consultant, or if you want to talk about our IG Living Plan, then please contact me to book an appointment.

Kapuskasing

Investors Group Financial Services Inc. Joel Lamarche follows a proven planning structure; Taking in account individual goals and objectives. The core of the planning revolves around 4 cornerstones. Client financial literacy is crucial. It is important for clients to have a snapshot of their financial status and understand the available investment products available to secure their financial future.

37 Riverside Dr. Kapuskasing

Joel is a specialist in Life & Health, Disability, Travel and Group Benefits. Following the nature of Robichaud Insurance, Joel has also acquired his P&C license as a Registered Insurance Broker of Ontario in June 2016 to offer; Home Insurance, Auto Insurance, Business Insurance.Assurances Robichaud Insurance and its predecessor companies have been providing insurance solutions for our clients in Ontario since 1937. As one of the oldest brokerages in the province, we have developed strong contacts in the insurance industry that allow us to provide the best coverage to our clients. Our brokers are always here for you, offering you peace of mind with the knowledge that your assets are covered.SpecialtiesHome Insurance, Auto Insurance, Business Insurance, and Life, Disability, Group & Travel Insurance

Kapuskasing

Joel Lamarche follows a proven planning structure; Taking in account individual goals and objectives. The Core of the planning revolves around 3 cornerstones. PERFORMANCE - Every financial product used must provide an advantage to the client. STABILITY - Clients must be protected from uncontrollable events and investments must be in accordance to the Clients risk tolerance. EDUCATION - It is crucial for Clients to understand the investments to secure their financial future. Transparency of financial products provides an added level of trust.

Kapuskasing, On

Kap Insurance - Insurance Broker and Wealth Management follows a proven planning structure; Taking in account individual goals and objectives. The Core of the planning revolves around 3 cornerstones. PERFORMANCE - Every financial product used must provide an advantage to the client. STABILITY - Clients must be protected from uncontrollable events such as a disability/illness/death and investments must be in accordance to the Clients risk tolerance. EDUCATION - It is crucial for Clients to understand the investments and insurance coverage that is in place to secure their financial future. Transparency of financial products provides an added level of piece of mind.

Ottawa, Canada Area

I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each plan includes: 1) Gaining a clear understanding of my clients’ goals and dreams.2) Analyzing their situation and identifying gaps.3) Building a plan to help them achieve their short-term and long-term goals.4) Reviewing their plan reguarly to ensure it continues to meet their changing needs.

Salary Accounting

B.Comm, Finance

Bachelor Of Commerce (B.Com.), Accounting And Finance