Financial Advisory in Edmonton, Alberta
We untangle tedious financial issues so you can sweat less and move forward with confidence.
Need help with a business valuation, buying or selling a business, litigation advisory, or financial modeling? We help with care and candor.
Client takeaways
Financial Clarity
Peace of Mind
Actionable Insight
Buying or selling a business can be life-altering—for better or worse.
Placing a value on a business can be personal and painstaking. The internet is rife with misleading, uninformed opinions, and it’s hard to know who to trust. Even worse, the thought of leaving money on the table is exhausting.
We believe every business owner deserves the empowerment to make a smart and well-informed deal.
Our Services
Financial advisory rooted in care, candor, and education
Business Valuation
Putting a price on a business is complex. As a business advisor and Chartered Business Valuator, I help my clients understand the value of their business based on where they’ve been and, more importantly, where they’re going.
Book a callClient Success Stories
Our clients gain clarity, confidence, and actionable insight
Your path to peace of mind
Our process is backed by more than a decade of experience
step 1
Book a Call
Take the first step toward financial peace of mind with a call, where I will listen carefully to the details of your unique situation.
step 2
Get a Tailored Plan
No matter your situation or business model, I’ll provide an honest and actionable plan tailored to your needs.
step 3
Move in Confidence
Feel empowered by financial clarity to move forward and make the business decision that saves you the most money and time.
About Us
Jonathan Lacasse, PhD, CBV
I know how stressful financial issues can be.
That’s why I started Lacasse Advisory Services.
As a Chartered Business Valuator (CBV) with training in research and mediation, I draw on a wide breadth of skills to empower stakeholders with clarity and peace of mind so they can move forward with confidence.
Based in Edmonton, AB
Lacasse Advisory proudly serves the Edmonton, Alberta area, drawing inspiration from the scenic Edmonton River Valley. Our connection to this stunning natural landscape drives our commitment to providing exceptional financial advisory services, tailored to meet the unique needs of our local community.
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