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Location
Map to officeScotiaMcLeod
501-200 Portage Avenue
Scotiabank Building
Winnipeg, Manitoba
R3C 3X2
(204) 946-9241
Fax: (204) 946-9236
Toll Free: 1-800-324-0266
Get to know the Lou Caci Group
The Lou Caci Group provides financial clarity and wealth building services to an exclusive group of investors. Our personalized advice follows a simple, yet powerful, coordinated approach to wealth preservation and creation.
A Proven Process
Our Wealth Life Cycle Process translates complex issues into a framework for helping clients make financial decisions that suit their personal financial goals, wherever they may be in the wealth creation life stage. Our process creates the desired calibration of benefit/risk ratio suited for you and your family or organizations' needs.
We believe that a vision for your financial life must be created before focusing on a comprehensive, personalized plan of action. Our group employs unique processes and tools to map your current position in the wealth life cycle and make visible the current and future choices that must be made.
This structured approach and application of proven tools ensures that your financial strategies drive customized action plans to help you achieve your goals. We work best with clients who consider wealth the means by which to provide security for themselves and their families and accomplish their life goals.
Our clients recognize the value of personalized professional advisement, and choose to delegate the day-to-day administration of their portfolios to a group of trusted professionals. Our clients rest easy knowing they are making the right financial decisions.