CFP®, B.A. Econ, B.A. Poli Sci
Conseiller principal en patrimoine
Larry is the Senior Wealth Advisor and leader of Lovis & Partners Private Wealth. He began his career in 1985 after completing degrees in Economics and Political Science from McMaster University. In addition to the CERTIFIED FINANCIAL PLANNER® designation he obtained in 1994, over the years he has guided clients through many economic cycles and has gained a unique breadth of experience enabling him to assist Canadians to a successful retirement.
In 2018, he published and released his first book Mapping Your Retirement Road: A No-Nonsense Guide to a Financially Better Life nationally to excellent reviews.
His passions outside of work include golfing and fishing with family and friends along with a love of great music.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.