About
The Lacas Advisory Group has over 90 years of combined experience in the financial services industry, and provides clients with comprehensive wealth management services. We are committed to helping you achieve all of your financial goals. To help you achieve these 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 will always work to make the best recommendations we can. 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.
