CFP®
Senior Investment Advisor
With an impressive 30-year track record of excellence, Laura has been providing wealth management advice in the Financial Services Industry, bringing with her an abundance of knowledge and experience. Laura’s commitment to her clients has earned her a reputation as a trusted Financial Advisor, showcasing her genuine care and dedication to putting her clients first. She has an extensive understanding of all aspects of Investments, Insurance solutions, Tax Planning and Estate Preservation.
Laura understands the importance of personalized service and prides herself on the utmost dedication to her work by providing ongoing communication with her clients. She has built trusted client relationships for decades and has continued to gain trust through future generations of her clientele.
Throughout her career, Laura has remained a dedicated learner. She recognizes the importance of staying up-to-date with the latest trends, regulations, and strategies in the financial world. The continuous pursuit of knowledge enhances her advice and enables her to provide the best possible solutions for her clients.
Laura enjoys travelling and cycling in her spare time and has participated in numerous fund-raising events for the Ride to Conquer Cancer, Tour for Kids, and Pedaling for Parkinson’s since 2008. For the past year, Laura has been volunteering with the St. John Ambulance Dog Therapy Program. She has been helping with administrative duties and visiting retirement homes and hospitals with her black lab, Zelwick.
When hosting a get-together with her friends and family, Laura will always surprise her guests by having a new game idea to play to ensure everyone has a good laugh and can continue to share memorable moments together.