By providing his clients with a full suite of services—from basic tax preparation to comprehensive wealth management — Marc Lamontagne managed to successfully move from a commission-based to a fee-for-service model 10 years ago

TD Performance Magazine, by Kevin Nishmas
April 2006

Q. Who are your clients and what are their top priorities?

My clients are mostly Baby Boomers and busy professionals. Because I offer tax preparation as part of my services, I also have many clients who are selfemployed, near retirement or retired. My clients generally have an annual household income of $100,000 or more, and tend to have a net worth of at least $500,000. As a result, they are really looking for an expert to help them manage their wealth, so they have the money to reach their financial goals. They also want to minimize taxes and avoid serious mistakes—with the peace of mind that comes from knowing someone trustworthy is looking after their investments.

Full text: Field interview with Marc Lamontagne


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