Luc Lalonde CFP® CIM®

With over a decade of experience in the financial services industry, Luc is a trusted financial planner dedicated to helping individuals, families, and businesses achieve their financial goals. Specializing in comprehensive wealth management, retirement planning, investment strategies, and risk management, Luc offers personalized solutions that align with each client's unique objectives and aspirations. He will work to integrate your tax plan to meet your personal financial goals whether be a comfortable retirement, funding the kids’ education, transferring your business to a family member, or leaving a legacy.

Luc holds the following certifications Certified Financial Planner CFP® and Chartered Investment Manager CIM® and continues to stay current with evolving financial markets and regulations through ongoing professional education. A compassionate listener and an analytical thinker, Luc approaches every financial situation with integrity, transparency, and a focus on long-term success. He enjoys playing squash , bike rides and staying active outdoors.