Lucier Wealth Management is a family-run advisory team operating under the umbrella of Raymond James Ltd., a prominent independent investment dealer in Canada. With a history rooted in providing personalized financial guidance since 1993, the team focuses on a holistic approach to wealth management. They offer a suite of services including investment management, retirement planning, estate and tax planning, and insurance solutions. Their mission is to build long-term client relationships based on trust and a deep understanding of each client's unique financial goals and circumstances.

Founded in

Canada