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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Money Shepherd Financial, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Laurier Lefrancois, MBA, FMA, CFP®

Laurier Lefrancois, MBA, FMA, CFP®

Wealth Planner

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • At Money Shepherd Financial, integrity is the cornerstone of our practice. We are dedicated to acting with honesty, fairness, and accountability in every decision we make. Our team prioritises ethical standards and ensures that all recommendations are aligned with our clients' best interests. By staying true to our values, we build lasting relationships based on trust and respect, helping our clients feel confident and secure as they navigate their financial journey with us.

  • Transparency is at the heart of Money Shepherd Financial’s approach. We believe that open, clear communication is key to building trust and confidence. By demystifying financial strategies and providing full disclosure, we empower our clients to make informed decisions. Our team ensures you always understand the “why” behind our recommendations, fostering clarity and confidence as we work together to achieve your financial goals. With us, transparency isn’t just a practice—it’s a promise to put your needs first.

  • At Money Shepherd Financial, our clients always come first. We take the time to understand your unique goals, priorities, and challenges, tailoring our advice to suit your specific needs. Our team is committed to providing personalised service, proactive solutions, and unwavering support at every stage of your financial journey. By focusing on your success, we aim to create long-term partnerships that deliver meaningful results and peace of mind, ensuring your financial well-being is always our top priority.

Timeline

May 1998

Laurier Lefrancois launched his own wealth management practice as a self-employed financial planner, laying the foundation for his career in financial services.

2002

Laurier completed the Canadian Securities Course with honours, furthering his knowledge in investment management.

2002

He also completed the Professional Financial Planning Course with honours, demonstrating his commitment to advanced financial planning expertise.

2003

Laurier earned the CFP (Certified Financial Planner) designation, signifying his proficiency in delivering comprehensive financial planning services.

2004

He achieved the FMA (Financial Management Advisor) designation, enhancing his ability to provide advanced financial management strategies to his clients.

2009

Laurier expanded his wealth management practice by acquiring a financial planning practice in Hinton, Alberta, broadening his client base and service offerings.

February 2022

Laurier Lefrancois joined Optimize Wealth Management, enhancing his ability to deliver tailored financial planning and wealth management services to clients.

Supporting our community

Money Shepherd Financial is committed to supporting equitable education for children in low-income communities. Through their involvement with First Book Canada, they work to remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects the team’s belief in fostering a brighter future where every child has access to quality education and opportunities for success.

Advancing pediatric health is a priority for Money Shepherd Financial. By contributing to SickKids, they support groundbreaking research and world-class healthcare for children. Their involvement helps improve health outcomes, while also offering hope and healing to families. This commitment underscores their dedication to making a meaningful difference in the lives of young patients and building healthier communities.

Promoting cultural awareness and unity is a core value for Money Shepherd Financial. Through their support of the Gord Downie & Chanie Wenjack Fund, they contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Their involvement highlights a commitment to creating a more inclusive and compassionate society for generations to come.

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Optimize Global Asset Management Inc. (operating as "Optimize Asset Management" or "Optimize") is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as "Optimize Wealth Management") is a member of the Canadian Investment Regulatory Organization ("CIRO") and the Canadian Investor Protection Fund ("CIPF"). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize's Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., its subsidiaries and affiliates.