Lara Austin

Investment And Wealth Advisor

250-334-5606 | Email me

A graduate of the University of Guelph, Lara obtained a Bachelor of Arts, with a major in psychology (honors). A firm believer in ongoing education, she has acquired the advanced industry designations of Professional Financial Planner (PFP), Canadian Investment Manager (CIM) and Financial Management Advisor (FMA). She also qualifies for the title of Wealth Advisor based on the criteria and ongoing requirements set by the firm.

Lara draws on her expert knowledge and 20 years of experience, including a previous position as Associate Advisor, to develop comprehensive wealth management solutions for her clients.  Lara's breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for road and complex wealth management needs. 

Una Guile

Associate Advisor

250-334-5604 | Email me

As an Associate Advisor, Una works alongside Lara as a co-pilot in overseeing day to day operations client relationships, scheduling and administration. 

Una harnesses her expert knowledge and 14 years’ experience in the industry to help Lara provide a highly personalize and comprehensive range of services to help you build and protect your wealth.

Una will be your point of contact for coordinating many aspects of the wealth management process of our business.  This includes the scheduling and follow-up for financial planning, tax questions and trading inquiries.  Una can assist you with the setup or change of RRIF payments, RESP withdrawals and to request any income payments to bank accounts.

Outside interests include volunteering for Victim Services  and the Finance committee for the Diocese of Victoria.  The majority of her time spent hustling her kids around to soccer fields, hockey games and gymnastic.