" 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

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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