Contact Information

Phone

Office:  (416) 969-3026
Fax:  (416) 969-3031
Toll Free:  (866) 205-3548

Email

Susan Latremoille

Address

Brookfield Place 181 Bay Street Suite 3910
Toronto, ON  M5J 2T3
Map


Susan Latremoille

Director, Wealth Management & Investment Advisor
The Latremoille Group


The Latremoille Group Philosophy

Our Philosophy
Our philosophy of wealth management is straightforward: we strive to transform our clients' visions of their lives into reality.
 
It All Begins with Your Vision...
We invest in our clients, not just for them. We devote the energy and spend the time that is necessary to get to know our clients as individuals - and to appreciate their broader life vision. Because the vision they have for the future impacts the decisions they need to make today.
 
Only then do we begin our financial due diligence by assessing how well their current investments align with their long-term personal and financial goals.
 
... And Then We Make Things Simpler
Once we have completed this initial assessment, we bring to bear all our resources - including estate planning and insurance services, when appropriate. We develop a comprehensive investment plan that builds on the strengths of the current portfolio. And then we provide ongoing, active portfolio management and advice to ensure long-term investment performance.
 
The result? Consistent financial management that protects assets, provides solid investment results and puts our clients' minds at ease.
 
The Latremoille Team Is Committed to Personal Service
We restrict the number of clients we accept so that every member of our team knows our clients, and every client knows our team. Why? Because understanding and meeting the needs of each individual client is the cornerstone of the Latremoille approach to wealth management. That's why we call our philosophy the Personal Portfolio Approach.
 
Our clients soon come to understand that they will always receive well-informed and attenative service from our team members. And that all their requests and questions will be handled with the utmost professionalism and discretion.