Welcome to Team Pascal Larivière Private Wealth Management
With almost 100 years of combined experience in financial planning, our passionate team fully supports professionals and affluent entrepreneurs to achieve and protect their financial independence. Be it investing or tax and estate planning, our rigor, diligence and proactivity are at the heart of our personalized approach.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 100 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Tax planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
What our clients say
A real bond since the beginning! Exceptional support! A flexible adaptation to our needs while optimizing the situation within our reality. A team that answers our questions and understands. Incomparable help and information to what we have experienced in the past with others.
- Nancy, Entrepreneur
I felt the confidence and support for the management of the estate I have been accumulating all my life.
- Roger, Vice President, Engineering and Information Technology
A wonderful approach for the advice and ideas that were well explained.
- Martin, Associate CPA Partner of a major firm
It is a service of advisors and account managers and not a salesman service. Very good experience, professional and polite.
- Dana, Doctor
We have enormous trust in our experience with our IG Financial Advisor who treats us as professional partners. His professionalism and great skills help us to achieve all our objectives in a reassuring manner.
- Marie-Josée, Manager