Lagasse Wealth Management of RBC Dominion Securities
Dedicated to your family's financial well being.
Lagasse Wealth Management
Heather takes a balanced and practical approach to wealth management. She accepts her clients' trust with the promise to bring integrity and insight to all counsel.
Her ultimate objective is to achieve or surpass client expectations while employing a disciplined and conservative investment approach.
You can expect the following from us:
- A Defined Process: We learn about your current financial situation, portfolio and investment objectives to establish your wealth management goals. Your thoughtfully crafted individual Investment Policy Statement sets out a clear written plan for the long-term management of assets. We structure portfolios to achieve your goals by taking the least amount of risk through proper diversification, quality of investments and dividends.
- Exceptional Client Service: We are able to focus on superior service by limiting the number of client relationships. Our clients receive a highly personal experience. In all dealings with our clients we strive to be proactive, accessible and transparent.
- Keeping You Informed: Consistent, informative and relevant reporting is integral to our client relationship. Our reporting is tailored to meet the needs of clients and their advisors.
- Periodic Reviews: We establish guidelines for periodic reviews. Circumstances change and so should your plan. We regularly review to ensure that your objectives continue to be understood and well served by your plan.
- Full transparency: Clients pay a fee based on the value of their investments ensuring interests are aligned. There are no transaction commissions. Clients know exactly what fees are paid and their personal investment performance.
- Enhanced Wealth Management Services: We oversee the multi-dimensional aspects of your family's financial affairs by providing comprehensive financial planning and complimentary access to RBC's Wealth Management Services team. Our team includes highly accredited lawyers, accountants and financial planning specialists offering will and estate consulting, insurance-based wealth enhancement assessment and business succession planning.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
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Guides
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Insights
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