SERVICES

Trust. Experience. Knowledge. Helping you achieve your lifelong dreams since 1989.

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OUR SERVICES ARE DESIGNED TO
SAFELY BUILD YOUR WEALTH.

We're here to help. Our job is to make sure you are taken care of. You've been saving all of your life and hoping that you are making the right financial decisions which will allow you to live with the freedom you deserve. You think about your lifestyle upon retirement, your kids' college education, your business and how it will run when you are ready for retirement. Will you be able to afford that trip to Europe? What about the dreams of your family cottage?

Langlois Financial Services provides the trust, experience and knowledge to give you financial peace of mind. Our services are integrated to give you the breadth of knowledge and designed to safely build your wealth. We'll guide you and ensure your portfolio is attended to with detail and accuracy. Since 1989 we've provided solid advice and our clients will tell you—to know us is to trust us. Let's meet to review your financial portfolio now.

WHY CHOOSE US?

  • We have over 100 combined
    years of experience!

  • Our Financial Investment Philosophy works.

  • We maintain our professional certifications.

  • Trust. Experience. Knowledge.

  • We work for you to get results.

OUR SERVICES

Let's meet! We would be happy to meet with you at no obligation to review your financial portfolio and suggest how we can help with your financial future.

  • We build customized portfolios to help you reach your long term and short term goals, based on your risk tolerance, and time horizon. Every plan is different and personalized to your specific needs.

  • We utilize many different strategies to help minimize and defer taxes on your assets during your lifetime and when transitioning to your heirs. How much you have is not as important as how much you keep.

  • A succession plan will help make the transfer of your business go smoothly and allow you to maintain good relationships with employees and business partners. A good succession plan does more than specify who will continue the business and when. It includes the financial resources required to ensure the survival of your business in case of retirement, illness, accidents and even death.

  • Insurance is the foundation of a sound financial security plan. We offer insurance solutions to protect your family and business against the uncertainties of life. Our insurance solutions are designed for a variety of needs. We help you to protect your present and future income, preserve your estate for your heirs, supplement your retirement income and meet other financial planning needs.

  • A group benefits package not only helps to attract the right talent for your company, it also helps to retain employees and protect your investment. Benefits can include Group RRSPs and Pensions as well as Health Benefits and Insurance programs.

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DO YOU HAVE A FINANCIAL PLAN? 

With a professionally developed, comprehensive financial plan you’ll feel better prepared to deal with different economic cycles as well as life’s ups and downs. Your plan will prevent you from being overburdened with debt, provide you with adequate insurance, help you save for your retirement, and ensure that your savings are earning you the most return for the level of risk you are willing to take. Langlois Financial Services can help you create a plan that will give you peace of mind and confidence in your ability to reach your life goals.

OUR PROMISE TO YOU.

At Langlois Financial Services we continue to learn and be aware of the latest trends in the investment market. We maintain our accreditations and certifications to ensure full knowledge of our industry to access the benefits and potential returns for our clients.

5 KEY AREAS OF PLANNING

ACCREDITATIONS & CERTIFICATIONS