Colleen

Lemieux

Your destination for expert Wealth Advisory Services

I think there's more to financial and wealth literacy than just knowing how to make a budget, pay down debt, and put money away for the future. It's all about the independence that comes with secure financial footing. It's about having enough resources to enjoy life to the fullest, help those in need, and have a positive impact on the world.

What legacy will you leave behind?

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Do you have enough for retirement?

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What legacy will you leave behind? * Do you have enough for retirement? *


ABOUT COLLEEN

Planning for your future wealth takes more than just looking at numbers. What matters most is the people behind the numbers.

As your wealth advisor, I can help you every step of the way, whether you want a worry-free retirement, to save for your kids' college, to achieve a lifelong goal, to run a successful business, or to leave a legacy to your loved ones or a cause you care about.

Keeping track of your money can be complex and take time. I can make your life easier by caring for everything to do with your money, from investments and insurance. I can help you make good decisions about your money and build the future you want.

If you want a wealth solution to make your life easier and better, please get in touch with me for a private consultation.

What would a secure and happy life look like for you?
— Colleen Lemieux
Building Financial Security from Birth with Colleen Lemieux your Professional Wealth Advisor

WHERE IT BEGINS

Building Your Childs' Future with Colleen Lemieux your Professional Wealth Advisor

They trust us the moment they are born.

Help them by securing their future with:

At the start of one's career, it is important to focus on building a strong financial foundation for the future.

The world has changed, but securing their future with:

Wealth management can help individuals, children create a budget, establish an emergency fund, start saving for retirement, and pay off student loans or other debts.

Say I' Do with Financial Security with Colleen Lemieux your Professional Wealth Advisor

YOUR JOURNEY IS YOURS

Building Life Security with Colleen Lemieux your Professional Wealth Advisor

The legacy you leave behind for yourself and them:

In retirement, wealth management can help individuals manage their retirement income, preserve their assets, and plan for long-term care. This may involve creating an estate plan, evaluating healthcare costs, and adjusting investment strategies to meet changing financial needs.

Building Retirement Security with Colleen Lemieux your Professional Wealth Advisor

Building new relationships begin with the a solid foundation, why not give them that:

In the middle of one's career, wealth management can help individuals maximize their income and investments. This may involve creating a diversified investment portfolio, planning for children's education expenses, and setting aside funds for major life events such as buying a house.

TILL THE VERY END

Getting old and planning for retirement begins early; secure your retirement:

As retirement approaches, wealth management can help individuals assess their financial readiness for retirement and create a plan to achieve their retirement goals. This may involve evaluating your benefits, determining the appropriate retirement age, and creating a retirement income plan


ADVISORY SERVICES

Managing your money is a challenge, a challenge I am not afraid of doing!
— Colleen Lemieux

Expertise: As your wealth advisor, I have a deep understanding of the financial industry, including the latest trends, regulations, and investment opportunities. I have the knowledge, qualifications and experience necessary to help you achieve your financial goals, whether saving for retirement, growing your wealth, or managing your investments.

Trustworthiness: Trust is essential in the financial industry, and as your wealth advisor, we know this best. I build trust with my clients by being honest and transparent and always putting my client's interests first. I take the time to understand my client's unique financial situations and tailor their advice accordingly.

Personalization: No two clients are the same; as your wealth advisor, I understand this. I take a personalized approach to each client, considering their unique financial goals, risk tolerance, and time horizon. I work with you to create a customized financial plan tailored to your needs.

Communication: Communication is key in the financial industry, and as your wealth advisor, I am an excellent communicator. I can explain complex financial concepts in a way that is easy to understand and keeps you informed about the performance of your investments and the state of the financial markets.

Results: At the end of the day, results matter most to my clients. As your wealth advisor, I can adapt to changing market conditions and help my clients navigate even the most challenging financial environments.

If you're looking for a wealth advisor in Ontario, look no further, as I embody these qualities. With the right advisor, you can achieve your financial goals and secure your future.


SERVICES

What I can help you with.

Take charge of your money and start spending based on what you believe is important, longer lasting and the future.