County Wealth: Growing and Protecting your Wealth

At County Wealth, we work tirelessly to reduce your stress, allowing you to sleep better at night knowing your finances are secure. We help you keep more of your money by implementing effective tax reduction strategies and protect your family from unforeseen events with comprehensive planning. We simplify complex financial matters, and our personal guidance ensures a secure financial future and a stress-free retirement, helping you achieve your financial ambitions and live the amazing life you desire. As your trusted partner in your financial journey to retirement and beyond, County Wealth offers you peace of mind and confidence in every financial decision.

Total Wealth Solutions wheel 

Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

Get to know Our Team

David Larocque Bio Image
David Larocque, CFP®
Portfolio Manager
Sandra Liu Bio Image
Sandra Liu, CFP®
Financial Advisor
Daphne Monaldo Bio Image
Daphne Monaldo
Branch Administrator
Curtis Miller Bio Image
Curtis Miller
Financial Advisor Assistant

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

A stable option for your financial plan
Read
Life Events, Lifestyle & Technology
On May 15, 2025, Peter Bethlenfalvy, Minister of Finance tabled the 2025-26 Ontario budget.
Read
Tax Planning
Protect and enhance your wealth.
Read
Life Events, Lifestyle & Technology
Insurance is more than a safety net; it plays a crucial role in your long-term wealth strategy.
Read
Life Events, Lifestyle & Technology
Fast takes on market trends.
Watch Video
Markets & Investing
Are we past peak 'shock and awe'?
Read
Markets & Investing
Liberals win 4th term - looking at market performance under various governments
Read
Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing
Market volatility can feel like navigating choppy waters without a compass.
Read
Markets & Investing
Examining how markets perform through economic contractions
Read
Markets & Investing
Background Rotating Sphere Pattern