Terry Soucy

Vice President, Regional Manager, Investment advisor, Potfolio Manager and Wealth Manager
Laurentian Bank Securities

popup medal icon RIA: Certified

I believe that my team’s ability to help clients effectively manage their wealth is directly related to how they live, grow and work towards their dreams. The technical skills and talent that we bring to the table are important. But wealth management goes beyond that.

We start with listening, in order to properly understand our clients’ needs. We then work with them to tailor an effective strategy that balances capital preservation and income growth. But we also take into consideration intangibles, such as life experience, thinking outside the box, and taking environmental and social responsibility into account.

Once we’ve taken the time to get to know each other, then it’s time to drill down to develop, commit to and implement a strategy. At that point, things like economics forecasts, asset allocation ideas and tax efficient investing become more important. Growing, managing and transferring wealth to the next generation is a life-long project.

Let’s get started.

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

$500,000+

Investor Type Dealt With

Individual

Type of License

IIROC

Provinces Licensed In
  • British Columbia
  • Ontario
  • Quebec