JOSEE LACASSE
JOSEE LACASSE

JOSEE LACASSE

 IIROCCIPF Certified

Executive Consultant

Investors Group Securities Inc.
Firm in financial planning

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Phone (514) 733-1796 Email josee.lacasse@igprivatewealth.com

Life is constantly changing, which is why you need a plan, and a pro-active advisor, that can adapt with your evolving needs and goals.

We help you create a financial plan – an IG Living Plan™ – that adapts and changes as your life does.
Our goal? To improve your financial well-being and help you make decisions for today and tomorrow that allow you to embrace all of life’s possibilities.

Our IG Living Plan is a detailed financial plan that takes your entire life into account and is reviewed and updated regularly. We want to ensure that you have the financial resources to stay on track and meet all your goals. We also believe in building long-term relationships with clients so that we can help you and your family explore all your options at every stage of your life.

Whatever your short or long-term financial goals – buying a home, paying for education, reaching your retirement goals or leaving a legacy – we will work with you to develop a tailored-to-you IG Living plan that covers all aspects of your financial life.

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JOSEE LACASSE
Investors Group

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A Plan for Living

An IG Living Plan looks at your entire financial picture, then adapts and changes as you do so you can embrace all of life’s possibilities. Does your plan do that?

general inquiries

8250 Decarie Blvd., Suite 200
Montreal, QC H4P 2P5