Lapointe Investment Group
Understand your financial situation and your expectations.
Identify your specific goals in order to select the appropriate securities.
Focus on high quality stocks – low quality or speculative investments are avoided.
Follow these primary objectives:
Protect your capital
Provide higher yields
Capital appreciation
Our most satisfied clients are the best informed ones. Therefore, our team will maintain close contact with you, especially when we need to adjust your portfolio.
We would like to meet with you on a quarterly basis to evaluate your portfolio according to your needs.
Our team respects our clients' confidentiality.
All of our decisions are based on a work ethic beyond reproach.
What we expect from you…
Our team can only develop an adequate financial plan if our clients work closely with us. It is vital that you feel comfortable disclosing all aspects of your financial situation. We would also like to be aware of any assets you hold elsewhere to ensure your strategy will be as effective as possible.
