Josée Lacasse B.Sc., Fin. Pl.
Financial Security Advisor
Advisor in Group-Insurance and Group-Annuity Plans
With more than 30 years of experience, I help high-net-worth individuals, business owners, and multi-generational families navigate complex financial decisions with clarity and confidence. I develop integrated wealth strategies that address investment management, tax efficiency, retirement income, estate planning, and legacy objectives. My passion is helping women and families simplify financial complexity and move confidently through life's transitions.
Known for building long-term, trusted relationships, I serve as an advisor, advocate, and partner across generations, helping clients make informed decisions and achieve what matters most to them and their families.
A former member of Canada's National Rugby Team as both a player and coach, I bring leadership, discipline, and a strong commitment to service to every client relationship.