At Langlois Brown Wealth Management we partner with our clients providing integrated financial solutions designed to preserve and grow their wealth.

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Langlois Brown Wealth Management is a results-driven, boutique investment advisory firm. Founded by Lyle Langlois and James Brown in 2004, the firm has grown to include a talented team of professionals committed to providing clients with the highest level of service and care.

With over 45 years of combined experience in the investment industry, Lyle and James lead a team equipped to handle complex financial situations. From retirement and investment strategies to estate planning and tax minimization. Langlois Brown Wealth Management has the skills and resources required to address every client’s unique needs.

Our clientele is comprised of affluent individuals, busy professionals, and business owners that value our integrated planning approach.

Langlois Brown Wealth Management is a personal trade name of Lyle Langlois and James Brown. Hollisweath® is a trade name of iA Financial Group. Brokerage services provided by Holliswealth are provided through iA Securities Inc. a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Insurance products provided by Holliswealth are provided through Holliswealth Insurance Agency Ltd.

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.

The Langlois Brown Wealth Management team is made up of experienced and enthusiastic professionals that are dedicated to providing clients with the highest level of service and care. Click on the images below to learn more about our team.

gold-leafLyle Langlois

Senior Investment Advisor, Director, Private Client Group

Langlois_GSLyle Langlois is a Senior Investment Advisor and Director, Private Client Group of HollisWealth, a division of Industrial Alliance Securities Inc.

Lyle brings over twenty-five years of experience as an investment professional. Starting his career in 1986 at Great Pacific Management, Lyle went on to hold senior advisory and director positions with leading financial management firms until establishing Langlois Brown Wealth Management in 2004.

Lyle leads a team committed to providing the highest level of service for clients. Working with individuals, families, foundations, corporations and trusts, Lyle provides comprehensive financial and investment advisory services designed to preserve and grow client wealth.

Lyle holds several professional designations, including FCSI (Fellow of the Canadian Securities Institute), one of the most senior credentials in Canadian financial services, and the prestigious Certified International Wealth Manager (CIWM) designation from the Association of International Wealth Management (AIWM).

Lyle currently resides in West Vancouver with his wife Leslie, and together they have two children – Stephanie and Cameron. Outside of the firm, Lyle enjoys skiing and playing golf at Capilano Golf & Country Club.

lyle@langloisbrown.com

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gold-leafJames Brown

Senior Investment Advisor, Director, Private Client Group

Brown_GSJames Brown is a is a Senior Investment Advisor and Director, Private Client Group of HollisWealth, a division of Industrial Alliance Securities Inc.

James’ career in the investment industry began over twenty years ago in Toronto where he worked as an underwriter for a commercial insurance company in 1993. James then went on to work for a large Canadian asset management firm, reaching the Vice President level. In 2004, he partnered with Lyle to establish Langlois Brown.

James provides strategic leadership and helps clients reach short and long-term financial goals through innovative financial planning solutions.

James graduated from the British Columbia Institute of Technology and holds several industry designations, including Financial Management Advisor (FMA) from the Canadian Securities Institute.

James currently resides in Vancouver’s West Side. Outside of the firm, he enjoys travelling and staying active through activities including skiing and trail running.

james@langloisbrown.com

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gold-leafSarah Bishop

Licensed Assistant

Bishop_GSSarah has been in the investment industry for over sixteen years, bringing a wealth of experience in all areas of client service and administration. Joining Langlois Brown Wealth Management in 2007, Sarah has extensive knowledge of all aspects and departments of an investment firm. Sarah manages daily operations, providing support to the advisors and managing communication with clients.

Sarah holds a Bachelor’s Degree from the University of British Columbia.. Outside of work, Sarah volunteers with the Girl Guides of Canada.

sarah@langloisbrown.com

gold-leafTrevor Hunt

Associate Advisor

Hunt_GSPrior to joining Langlois Brown Wealth Management, Trevor began his career in the investment industry in 2003 as an Administrative Associate with ScotiaMcleod. At Langlois Brown Wealth Management, Trevor plays an integral role in managing accounts, handling client requests and inquiries, and providing overall day-to-day support to advisors and clients.

Trevor currently resides in the West End and is an avid floorball player and sailor.

trevor@langloisbrown.com

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gold-leafIrene More O’Ferrall

Administrator

OFerrall_GSHaving worked over fifteen years in the financial industry as an administrator, bookkeeper, and an administrative assistant, Irene brings a range of experience to Langlois Brown Wealth Management. Now as an Administrator, Irene processes trades as directed by the Investment Advisors, supports with daily account logistics and other essential administrative duties. Irene has completed the MFDA course with distinction.

Outside of work, Irene enjoys spending time with her family in North Vancouver.

irene@langloisbrown.com

gold-leafCameron Langlois

Associate Advisor

Langlois_Cam_GSCameron is a licensed Investment Advisor who assists the Langlois Brown team with the financial advisory planning for our clientele. This includes investment management, tax minimization, asset mix, portfolio construction and monitoring.

Cameron studied at Concordia University in Montreal before returning to Vancouver to the Financial Management program at the British Columbia Institute of Technology. He is currently pursuing the CIM (Chartered Investment Manager) and CIWM (Certified International Wealth Manager) designations with the Canadian Securities Institute through which he hopes to develop an advanced set of skills tailoring to the needs of his clientele.

Prior to joining the industry, Cameron spent 2 years working at Ritchie Brothers Financial Services heading their Canadian lender operations for their credit desk.

Cameron currently resides in Yaletown. Outside of work, he is an avid skier and golfer.

cameron@langloisbrown.com

Meighan Sherman

Executive Assistant

Langlois_Sherman_GSMeighan has worked in the financial industry for many years as an Executive Assistant and Administrator, joining Langlois Brown Wealth Management in 2015.

As Administrator, Meighan manages all daily operations within the office. She supports the Investment Advisors, assists clients and oversees company marketing.

Outside of work, Meighan enjoys spending time with her family on the North Shore, where she is an active member of the community. She volunteers her time with Girl Guides of Canada and her local Elementary School Parental Advisory Committee.

meighan@langloisbrown.com

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Langlois Brown Wealth Management is a full-service wealth management firm, offering comprehensive financial and investment advisory services for high net worth clients.

Overseeing your overall financial positioning, Langlois Brown Wealth Management works alongside your other professional advisors, to ensure your financial goals are being met with confidence, security and peace of mind.

Whether an individual, family, corporation, trust, or foundation, Langlois BrownWealth Management offers a range of wealth management services for clients, including:

 

  • Retirement planning
  • Estate planning
  • Tax efficiency
  • Business succession planning
  • Insurance planning
  • Investment strategy
  • Portfolio management and review
  • Risk management
  • Charitable giving

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Our business is built on our relationships with our clients.

We welcome new clients with a thorough discovery to determine where you are today, and more importantly where you want to be tomorrow. Using the simple philosophy of “grow the portfolio and minimize the risk”, we design diversified and innovative investment solutions in effort to yield consistent results to achieve your desired goals over time.

Independent from large financial institutions, Langlois Brown Wealth Management is able to offer objective and unbiased investment advice that always protects a client’s best interests.

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Lyle Langlois
lyle@langloisbrown.com

James Brown
james@langloisbrown.com

Cameron Langlois
cameron@langloisbrown.com

Irene More O’Ferrall
irene@langloisbrown.com

Meighan Sherman
meighan@langloisbrown.com

 

Tel (604) 697-5750
(888) 697-5750
Fax (604) 684-2840

Suite 109 – 1008 Beach Avenue
Vancouver, British Columbia
Canada V6E 1T7


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Tel (604) 697-5750
(888) 697-5750
Fax (604) 684-2840
 
Suite 109 – 1008 Beach Avenue
Vancouver, British Columbia
Canada V6E 1T7

 

HollisWealth is a trade name of Scotia Capital Inc. and HollisWealth Insurance Agency Ltd. HollisWealth is a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Brokerage services provided by HollisWealth are provided through Scotia Capital Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd.™ Trademark of The Bank of Nova Scotia, used under license.

Langlois Brown Wealth Management is a personal trade name of Lyle Langlois and James Brown.

The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.

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