Welcome to Lacey Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
Lacey Private Wealth Management offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations.
With an enhanced team-based approach that provides both local and national industry expertise, Lacey Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of Lacey Private Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
We have been with Ed Lacey for more than fifteen years and we haven't looked back. Ed's expertise in the world of finance reaches far beyond monetary goals and investments—he connects with all clients, listens and responds accordingly to how they view themselves and their financial future. He has always been there for us when we need him and puts his heart into his work. Ed educates clients continually, and leaves no stone unturned. His dedication to work and clients is what truly sets him apart from other financial advisors.
Download our free whitepaper for more information on how time in the market, not timing the market, is what builds wealth.
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