Our Team
Who We Are
At CAP, we believe that financial planning is more than numbers—it’s about people, relationships, and the futures we build together.
Founded by Constance Dupras in 1986, our firm was born from a deep desire to help individuals and families feel confident, cared for, and understood as they navigate life’s financial decisions. With a background in comprehensive financial planning and a heart for service, Natasha brings warmth, clarity, and a personal touch to every client interaction.
We specialize in working with clients in their 60s and beyond—those preparing for retirement, managing transitions, or simply seeking professional advice. Our approach is grounded in listening first, understanding your goals, and crafting thoughtful strategies that reflect your values and vision.
