Meet Our Team

Doug Lagasse, CFP, EPC -

Certified Financial Planner

Doug Lagasse joined the Team in May 2001. As a Certified Financial Planner, Doug stands ready to guide individuals in all aspects of their financial well being including mortgage options, insurance solutions, estate planning, investment strategies and retirement income maximization.

Doug comes to us with many years of investment management experience. Doug was a stockbroker in the 70’s and later a portfolio manager for a major Canadian financial institution. As a portfolio manager, he was responsible for developing investment strategies for both individuals as well as large corporate pension plans.

Doug and his wife Carol are long time residents of Pickering. During the winter months they are active curlers while during the summer they enjoy boating the Trent-Severn Waterway. Doug is a Canadian Power and Sail Squadron member and Past President of the Annandale Curling Club in Ajax.

Disclaimer: The information contained herein is for ON, NS, NB residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.