We offer a comprehensive and personalized approach to wealth management, combining investment management, financial planning, and administrative services. Our goal is simple: to help you achieve your financial ambitions with confidence.
Thanks to our strong team dynamic and unwavering commitment to client service, the Larivière Wealth Management Group was recognized in 2022, 2023, 2024, and 2025 by BMO Private Wealth for outstanding client loyalty and satisfaction.
Our in-house financial planners provide detailed written plans.
Our portfolio managers are bound by a fiduciary duty to act in each client’s best interest.
We provide holistic and integrated advice to simplify our clients’ financial lives.
We work through a consultative process with our clients, integrating BMO partners at every key stage.
With top ratings from 93% of survey respondents, our ongoing service stands out well above BMO’s average for proactive communication.
We provide a comprehensive wealth management process designed to address the unique complexities our clients face. Our BMO partners find greater value in introducing individuals and families who fall into one or more of our categories.
Affluent clients Many high-net-worth individuals and families we work with have relatively low liquid assets and complex financial profiles.
Emerging high-potential generation We also serve young professionals, including high-income earners in the accumulation phase, who are seeking long-term advice.
Business owners and entrepreneurs Our team provides guidance to stakeholders and business owners, including those with illiquid assets and those facing transitions such as buyouts or successions.