Lara is a Senior Portfolio Manager & Wealth Advisor with RBC Dominion Securities and a long-time Comox Valley resident. She wants her clients to live life on their terms by applying actionable and trustworthy strategies to their financial planning.
Lara is a firm believer that caring for your long-term financial well-being involves a partnership based on transparency, trust, care and diligence to detail. Together, with each client, she creates a strategic, comprehensive, and customized investment plan that draws on the extensive resources and technology provided by a long established and dedicated wealth management firm.
Following an Honor's Bachelor of Arts in Psychology from the University of Guelph, Lara was hired by a prominent investment firm in the 1990s and went on to complete the Canadian Securities Course and many other designations including obtaining her Discretionary License - a license only bestowed to those with the highest level of portfolio management experience and due diligence.
Lara, her husband and two children moved to the Valley 20 years ago. It has been her mission to provide security, stability and an appreciation for the outdoors for her family - as well as security and stability for her clients.
Lara prefers to focus her planned donations locally. She has set up a payroll deduction and supports organizations through event sponsorships. Since helping people is her passion, charities that focus on improving quality of life are given priority.
Words to live by:
Good financial planning leads to strong, resilient and more charitable citizens and communities.
Book a free discovery meeting with Lara today
