INtegrated financial solutions based on sound wealth management principles.

High net worth families and businesses face unique wealth management challenges. To ensure that investments are properly suited to individual needs, all investments must meet a strict set of criteria prior to consideration for client portfolios:

·         safety of capital

·         professional management

·         after-tax focus 

·         liquidity

·         proper diversification 

·         hedge against inflation

Upon meeting this strict criteria, wealth solutions are then custom built to manage:  

·         cash flow planning 

·         business succession planning

·         wealth transfer strategies  

·         separately managed porfolios

·         stock option planning  

·         tax advantaged strategies

·         risk management 

·         philanthropic concerns 

CONTACT US For more information on how you can benefit from the experience of the LaLiberté Investment Team professionals, contact Jen Moulder, Licensed Sales Assistant at 604-575-6911 (toll free 1-866-575-6911) or by email at jmouder@dundeewealth.com. If you wish to contact a specific team member directly, please see roles and contact information above.