At Vaillancourt & Associés Private Wealth Management, our team provides financial clarity, sound expertise and a sophisticated approach to building and protecting your wealth. We specialize in multi-generational financial planning, helping successive generations understand and approach wealth management through a comprehensive plan that considers yesterday, today and tomorrow. The heart of our relationship with you is your life and goals, and the unique strategies we create serves your short- and long-term aspirations.
We achieve this through our process called Prosperity. By Design.
Prosperity. By Design. exists to answer this fundamental financial question:
WILL I BE OK?
Conceived for entrepreneurs, professionals and retirees, with over $1M in investable assets and/or gross annual income in excess of $250K who have a deep commitment to family, who seek advice, refer well and enjoy life fully, knowing their lifestyle and legacy are secure.