" While the fundamentals of investing have

      not changed much over the years, the

      challenges that investors face certainly

      has.  We are committed to help you

      face those challenges by providing

      strategic, transparent and comprehensive

      financial guidance."

Our Mission

 

  • We work with successful retirees and professionals                                                      
  • We created a consistent and personalized investment process that ensures that every aspect of your financial well-being is attended to with care, consideration and diligence to detail                                                                                                                                     
  • We draw on resources and technology offered by a long term successful wealth management firm to meet your needs for the wealth you have earned                                                                                                                               
  • We provide dedicated services and advice that comes from over 20 years of experience so clients can expect full confidence in their vision of an ideal retirement

Financial Foothold Award

"Good Financial Planning leads to stronger, more resilient and more charitable communities"

Lara Austin is proud to introduce three yearly scholarships of $1000 for graduates of the Canadian Securities Course (CSC).  A widely recognized industry benchmark, this course is a baseline regulatory requirement for many positions in financial services.  

 Click here to learn more

GIC Rates

Click here for the latest GIC rates in pdf format

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The Road to Safety

Sep 20, 2018 02:00 PM - 03:30 PM Pacific Daylight Time
Crown Isle Resort, Silver Room 399 Clubhouse Drive Courtenay, BC

What will you do when you can no longer drive?

At this event, David Dunne, co-founder of Insight Driving solutions, will discuss how our community can help aging drivers remain behind the wheel for as long and as safely as possible.

Presentation available at your choice of two times:

2:00pm to 3:30pm, Crown Isle, Silver Room

7:00pm to 8:30pm, Crown Isle Silver Room

 

View Invitation here


Retiring - Making the choices that last a lifetime

Feb 08, 2018 03:30 PM - Feb 08, 2018 04:30 PM Pacific Standard Time
Crown Isle, Silver Room 399 Clubhouse Drive Courtenay, BC

 

 

This presentation will take place on

Thursday, February 8 2018

View Invitation

Thursday, March 15 2018

View Invitation


Estate Planning - Making choices that maximize your wishes

Feb 08, 2018 01:30 PM - 02:30 PM Pacific Standard Time
Crown Isle, Silver Room 399 Clubhouse Drive Courtenay, BC

 

This presentation will take place on 

Thursday, February 8 2018

View invitation

Thursday, March 15 2018 

View Invitation


Investing Early - The starter kit for the young adult investor

Feb 06, 2018 04:00 PM - 05:00 PM Pacific Standard Time
RBC Dominion Securities Boardroom 777 A Fitzgerald Ave Courtenay, BC

View Event Invitation

This presentation will take place on the following two dates, please let me know which date you will be attending when you RSVP.

Tuesday, February 6, 2018

Tuesday, March 13, 2018


Estate Planning - your local professionals!

Nov 16, 2017 09:30 AM - 01:30 PM Pacific Standard Time
Crown Isle Resort and Golf Community 399 Clubhouse Drive Courtenay, BC

View Invitation

 

Two presentation times:

9:30am to 11:00am - Everyone Welcome

11:30pm to 1:00pm - Business Owners

Guest Speakers from Piercy's Funeral Home, Old House Law, MNP Accounting firm and RBC Dominion Securities cover four different perspectives on estate planning. Get your questions answered. Free resources to take home.