Small Business Owners

Financial Planning for Small Business Owners

At Vaillancourt and Lefebvre Wealth Management, our approach centers around your specific goal – not around a financial product. We want to help you achieve clarity, feel empowered and gain a life long trusted partner

In today’s time-stared world, it is more important than ever to ensure your whole team is on the same page and communicating in a timely manner. If you believe a sound plan can be the foundation for achieving great things, you’re in the right place. Trust your financial future to a community of advisors, financial specialists and peers who believe in living well.

Does this sound like you?

Does this sound like you?

You are an enterprising, forward-thinking person looking to add to your team or expand your capability. 

You want someone you can trust as much as you trust yourself to support you, your employees and your operation. 

You are looking for a firm and a partner that can bring together the complexity of Retirement Planning, Tax Planning, Asset & Income Protection, Cash Flow Planning and maximize the wealth you will derive.

When you work with us...

You achieve clarity.

Live your life now, and
when you think about
the future, be confident
you’ll end up exactly
where you want to be.

You feel empowered.

Know your financial
strategy incorporates
layers of hard evidence
and is designed around
your true needs and

You gain a partner.

Get comfortable sharing
your values and goals
with a fiduciary advisor
who puts you at the
center of your strategy.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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