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Alexandre Lacelle, Financial Security Advisor logo logo
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Alexandre Lacelle, Financial Security Advisor

Casselman

(5)
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About

As a licensed Financial Security Advisor, my main focus is to help my clients identify their financial needs and goals. I then help my clients achieve overall success by implementing various strategies customized to their unique situation.

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Reviews (5)

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5/5

5 customer reviews

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1 June 2020

Alexandre is a professional advisor who always has your best interests in mind. He's readily available and quick to respond to any questions or concerns. The acquisition process for my policies was very simple. I thought I knew what I needed when I sat down with him, although after a short conversation he was able to offer me some other options which I didnt know about that fit within my price range. Very friendly, knowledgeable advisor who is going to work hard to get you the best deal. The service received by Alexandre far exceeded my expectations and in comparison to other advisors I've dealt with, this experience was much more productive with my best interests in mind. Thanks Alexandre! More...

Reviewed on Facebook

4 March 2020

I recently made a very grown up decision to invest in life, medical and dental insurance. I came across Alex Lacelle who agreed to meet with me at my convenience. Being new to this, I had so many questions. He was very patient and professional. Not only did he work with my budget, there was no added pressure or judgement. I highly recommend him to anyone. I have an amazing plan that covers me and my children for a price I can afford. No one else can beat these rates and his knowledge. Thank you Alex for making this easy and fun. I now have the peace of mind that should anything happen, my children are financially stable. More...

Reviewed on Facebook

2 March 2020

Being someone that knows very little about investing, it's definitely a peace of mind working with Alex. He is well educated in the financial world and takes pride in his work and helping others. Alex answered all my questions and made sure I understood everything we discussed. I have, and will continue to refer him to anyone looking to invest in their future. My only regret is not contacting him sooner. Thanks Alex! More...

Reviewed on Facebook

17 December 2019

Mr. Lacelle is a great financial mind and optimizes professionalism at it’s finest. He answered all my questions confidently and provided me with several options for my investments. I would recommend the services of Mr. Lacelle to anyone seeking financial advice. More...

Reviewed on Facebook

4 December 2019

Alex was wonderfully helpful in sorting out my financial investment portfolio. I have to admit that I am terribly intimidated by the world of investments and find it all rather difficult to understand. Alex helped me review my options and took the time to make sure I understood the products in which I was investing. The investments have been surprisingly successful, but more importantly, it has been great to feel that I have tailored, personal and genuinely helpful support in this area. I used to dread discussing my finances, but with Alex's ability to discuss serious topics with respectful humour, I now look forward to his meetings. I appreciate his help, and strongly recommend his services. More...

Reviewed on Facebook