Lacey Private Wealth Management has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we are able to provide you with local attention and national support. Your financial well-being is at the centre of everything we do and we will tailor our approach to meet your unique needs. This may include working with professionals such as accountants, tax and estate lawyers, actuaries and pension experts, as well as IG regional insurance, wealth and mortgage planning specialists.
We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:
Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.