Welcome
Thank you for your INterest in visiting our website!
To the left you will find a navigation menu that contains various sections of interest, including many ways to reduce your tax burden, care for your family, and enhance your net worth.
Take some time to browse around ... and please feel free to give us your feedback on our website, especially if there�s anything we can add to make it more useful for you.
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Ask us about it today so you can start saving TAX-FREE NOW!
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| The LaLiberté Investment Team is a preeminent private client advisor and wealth counseling firm dedicated to helping corporate and high net worth individuals and families protect their wealth. |
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INvesting? You have an IN
We pride ourselves on being/having:
INtimate � A personal, hands-on, family-focused approach.
INtuitive � A knowledge based supported by a large corporate intelligence resource.
INspired � A personal passion turned business success story founded on care and commitment.
INsightful � The passion to dig deeper. Opportunities sought out from all directions.
INtegrity � An excellent track record based on a persevering commitment to service.
Our team's greatest INvestment is the one we make personally to the success of every single client's Financial Future. We strive to give you an INside INvestor advantage.
OUR TEAM
Our specialized team of service and portfolio administration professionals is devoted exclusively to delivering comprehensive strategies and sophisticated solutions:
- Tailored asset management solutions including customized and separately managed portfolios
- Investment, tax, estate, and cash flow planning
- Maximizing the transfer of wealth to future generations through estate, gift, and trust planning
- Risk assessment and management
- Business succession planning
- Philanthropic concerns
Our broad experience with private wealth issues provides affluent clients the ability to maximize planning opportunities. Our professionals have years of experience servicing high net worth individuals and are proactive in providing fully integrated, customized wealth solutions to every family. Individualized service and attention to detail set us apart; allowing us to remain leaders in our field.
Our Mission:
To build long-term relationships with families;
guiding their life decisions with expertise, integrity and caring.
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 [email protected]
If you wish to contact a specific team member directly, please see our webpage titled "Our Team" for more information.
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