Sandy Lachapelle

M.Sc. C.s.f. Pl.Fin.
Sandy Lachapelle planificatrice financière

popup medal icon RIA: Certified

Financial planning is my chosen field and I am the preferred advisor for inspiring entrepreneurs and their families. My independent services are inspired by large family offices and adapted for SME owners. I like to introduce myself as an intelligent finance planner, since I am not only involved in portfolio management but also in all facets of financial engineering through integrated and independent planning. The intelligence of the finances asserts itself in the strategy, is decuple with the creativity, unfolds in the human collaboration and is tamed in the pleasure. For me, smart finance is between people. There are you, your situation, your projects, your dreams, your values; there are me, my strategies, my advice and my knowledge. A relationship that I want to build on trust, transparency and collaboration. All in pleasure, to evolve and guide you throughout your life.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Small business planning
Minimum Account Size


Investor Type Dealt With


Type of License


Autorité des marchés financiers

Chambre de la sécurité financière

Provinces Licensed In
  • Quebec