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With over 30 years of experience in the financial services industry, Laurier Lefrancois specializes in wealth management and financial planning, helping clients achieve their financial goals with tailored, strategic solutions. His areas of expertise include comprehensive financial planning, estate planning, tax-efficient investing within corporations or non-registered accounts, and insurance solutions.
Laurier holds a Bachelor of Science in Biology and Psychology from the University of Alberta (1990) and an MBA in Finance from the University of Montana (1992), where he graduated with Beta Gamma Sigma honours. His professional credentials include the Certified Financial Planner (CFP) designation (2003) and the Financial Management Advisor (FMA) designation (2004).
Throughout his career, Laurier has held various roles, including Wealth Planner and Financial Planner at respected organizations such as IG Wealth Management, Freedom 55 Financial, and Global Maxfin Investments. Since 2022, he has served as a Wealth Planner with Optimize, where he focuses on creating personalized strategies that empower clients to achieve long-term financial stability and success.
One of Laurier’s proudest achievements is the privilege of helping countless individuals and families reach their financial goals. He takes pride in being a trusted advisor, guiding his clients through each stage of their financial journeys with care and expertise.
Outside of work, Laurier enjoys an active lifestyle and is passionate about hockey, pickleball, skiing, and cycling. His personal philosophy is that financial success is built on careful planning, disciplined saving, and wise investing, principles he incorporates into his professional approach to help clients secure their financial futures.
Your partner in personalized, full-service wealth management
Your ally in the pursuit of financial freedom
We go beyond managing money—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.
Meet the team
Laurier Lefrancois, MBA, FMA, CFP®
Wealth Planner
- Email: laurier.lefrancois@optimize.ca
- Phone: 780-264-1053
Sameer Amin, MBA, CIM®
Portfolio Manager
- Email: sameer.amin@optimize.ca
- Phone: 437-253-1346
Narges Khalili
Associate Portfolio Manager
- Email: narges.khalili@optimize.ca
- Phone: 416-445-5597
Team values
Integrity as Our Foundation
At Money Shepherd Financial Group, 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 in Every Step
Transparency is at the heart of Money Shepherd Financial Group’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.
Client-First Approach
At Money Shepherd Financial Group, 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.
Febuary 2022
Laurier Lefrancois joined Optimize Wealth Management, enhancing his ability to deliver tailored financial planning and wealth management services to clients.
Supporting our community
The Moneyshepherd Financial Group 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 the Moneyshepherd Financial Group. 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 the Moneyshepherd Financial Group. 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.