The Lacas Advisory Group has over 100 years of combined experience in the financial services industry. To help you achieve your goals, we provide you with innovative solutions designed and tailored to meet your specific needs. We offer more than just investment advice - by leveraging the expertise of partners from across the CIBC group of companies, we can provide you with access to a full range of products and services that incorporates everything.
Core Values
Our team believes in three core tenants. Honesty, Transparency and Accountability.
Honesty: We are a straight forward team who pride ourselves on being an open book. We work alongside you to create solutions that help support your financial goals. This also includes
having hard conversations if warranted to ensure that you are on track.
Transparency: We have nothing to hide and won’t hide behind industry jargon. From fees to performance to decisions making, we are open and will never avoid the tough questions.
Accountability: We hold ourselves to a high standard and when we don’t meet those expectations, we acknowledge it and look inward to see how we can improve. On the flip side, we will acknowledge and celebrate our successes.
Our North Star:
Financial planning is the backbone of our business. You wouldn’t build a house without a blue print just like you shouldn’t invest without a plan. The financial plan is the blueprint to your future. We work with you to get to know your specific situation and what your goals and dreams are. This then becomes our North Star. Our North Star helps our clients reach their goals with the least amount of risk, no matter what those goals are. This is our one constant that all of our decisions are centered around. Like the North Star, providing guidance to hundreds of years of explorers, your financial plan lets us know we’re on the right track to achieve your dreams or that we have to correct course if we have drifted. This provides a huge amount of comfort for all of us and allows us all to block out the noise and focus on your specific situation.
Discretionary Money Management
We want to give you more of your most valuable asset, your time, through discretionary money management. By managing money in a discretionary fashion, we set out pre-approved parameters. This allows us to manage your affairs in the most efficient manner possible, while also freeing you up to do the things that you love to do.
Responsible Investing
For clients who want their portfolio to reflect their values as well as their goals, Andrew holds the Responsible Investing Advisor Certification (RIAC) which he reflects upon when making decisions. Learn more about our approach to responsible investing here. Responsible Investing
Ready to talk about your own North Star? Reach out below -- we'd welcome the conversation.
