Marc Lavoie

Private Banker

Tel: 450-680-5827
Tel: 514-606-7502

Address

BMO Private Wealth
3225 boulevard Saint-Martin, Ouest
Suite 200
Laval, QC
H7T 1S2
Map

Contact Me

How I work with you

How I work with you

I will provide customized solutions tailored for your unique banking and borrowing needs.

Steps to how I work with you:
 
Understand
  • Understand and address your immediate needs
  • Understand your broader goals
  • Identify and prioritize your goals
  • Collect and update your financial information
Analyze Phase
  • Bring the right experts to the table to discuss and analyze your situation
  • Build your wealth plan based on your goals and priorities
Challenge and Take Action Phase
  • Present your wealth plan with recommendations
  • Take action
  • Repeat, update and refresh regularly