Major life events

Life is made up of important stages where you grow, learn and have incredible experiences. Having a seasoned advisor will help you make sure to get the most out of life!

Services and expertise

With our expertise and advice, we can help you manage your financial situation.
We are here to help you with your wealth management.

cta insurance
cta investments
cta mortgage

Julie Lecavalier

Your representative

It can be truly challenging to find direction in the ever-changing world of finance and insurance products. Finding a comprehensive solution that benefits all of your assets is equally complex. My role is to make this job easier by providing you with a personalized portfolio analysis.

My advice will help you choose the right investments and ensure they are effectively managed. We will also work together to find the best insurance solutions for you. My services offer you effective guidance in the vast range of products available to you.

I also work to establish a relationship of trust to best provide you with financial planning for your future. I guarantee an attentive approach that responds to your needs and financial reality. Contact me now to benefit from my expertise in insurance and investments. A financial future that pays off is all about planning!

In partnership with Financial horizons

Financial advice for tailored solutions

Each financial situation is unique and merits its own careful consideration. My personalized advice provides an accurate picture of your situation. I take a people-oriented approach so that you can enjoy peace of mind when it comes to your finances. As it is always recommended that you closely follow your stock market investments, my advice will help you do so while ensuring their sound management.

After thoroughly reviewing your finances, I can recommend the right next steps to grow your portfolio. My expertise in the field ensures you explore the best avenues for getting the most out of your investments. Don’t delay and discover a range of products and services to benefit every aspect of your finances. Browse the different pages for more information or contact me now.