Lalach Wealth Management Counsel

Technically minded, people-focused wealth planning. 

At Lalach Wealth Management Counsel, we’re driven by the lives we impact and the relationships we’ve built. All the technical skills we’ve garnered over the years — the expertise in portfolio construction, RRSPs, RRIFs, and investment trading strategies, our extensive knowledge surrounding life insurance, options strategies and both Canadian and U.S. securities — exist because our clients put their confidence in us. They trust us to help them build and preserve their wealth.  

Over the past 30 years, we’ve advised our client base in Western Canada through life’s transitions — the transfer of wealth between generations, the sale of businesses, and the recalibration of life in retirement. We’ve helped clients distill their goals and needs into comprehensive, tax-efficient financial plans and actively managed portfolios designed with both fundamental and technical analysis in mind. We’ve supported them through loss and put the right insurance and estate planning in place to protect them against uncertainty. We’ve been there for clients to answer any questions they may have about their wealth and give them peace of mind. 

Our passion is the people we work with. They’re the reason we do what we do, the reason we’re inspired to work harder each day. 

We’re proud of our community of Saskatoon and our Ukrainian roots. David volunteers every year with the Saskatoon Folk Fest at the Ukrainian Karpaty Pavilion. In the past, he’s served on the board of the Vesna Festival celebrating Ukrainian culture, the Ukrainian Canadian Professional and Business Association of Saskatoon, and the New Community Credit Union, which was the very first Ukrainian credit union established outside of Ukraine.   

We’re Lalach Wealth Management Counsel — Technically minded, people-focused wealth planning. Reach out to see how we can help you.
 

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

2023 year-end tax planning checklist 

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances. 

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Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

8 April 2024
Dividend disruption
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25 March 2024
Has anyone seen my IPO?
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Investor Strategy

April 2024
The importance of asking ‘why’?
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