Dominique Lafleur

• Certified Financial Planner®
• Personal Financial Planner®
• Honours Bachelor of Commerce (Specialization in Finance) – Laurentian University (2007)
• University Certificate in Personal Financial Planning – Laurentian University (2007)
• Member of the RocheBanyan team since 2024
• She has worked in the financial planning field since 2007
• Offers bilingual services

Research has shown that those who work with a CFP® professional feel more confident and secure in their financial wellbeing.

Dominique has a holistic approach to Financial Planning. She focuses on educating and working with clients on the Basics of Financial Management, Retirement Planning, Estate Planning, Taxation Planning, Investment Planning, and Risk Management.

Through coaching, Dominique helps to document current and future lifetime goals, and facilitates the goal-monitoring (through the years) to ensure their achievement and success. Work with her for goals like; retirement planning (transition into retirement), planning for children (or grandchildren’s) education and financial future, as well as housing transitions.

As life can be unpredictable, Dominique helps to navigate significant life events; such as helping aging parents, death of a loved one, or understanding the financial choices (and implications) of a separation/divorce.

Dominique is an active member of the roster of financial planning expert speakers for The Retirement Planning Institute.