Levesque Wealth Planning is a client-centric financial advisory firm that operates as a fiduciary, legally and ethically bound to act in their clients' best interests. They specialize in creating personalized financial plans and managing investment portfolios to help individuals and families achieve their long-term financial goals, such as retirement, education funding, and wealth preservation. As a fee-only firm, their revenue comes directly from clients, not from commissions on financial products, which is intended to align their advice with their clients' success.

Founded in

Canada