Lauren is a dedicated professional in all of her client interactions continually looking out for her clients' best interests with compassion and sincerity. Strong communication, a high level of service and a commitment to educating her clients have fostered strength and trust in her relationships.
As an accredited Financial Planner and Chartered Investment Manager, Lauren takes the time to understand her clients' goals, personal and financial, to ensure both their short and long term objectives are met. She delivers a customized investment management strategy and personalized wealth management plan to fulfill these goals and objectives. During one's lifetime, the focus can change from savings and wealth accumulation to wealth preservation and ultimately legacy planning. Lauren helps individuals, business owners, families and organizations to plan, save for and transition to their milestone moments.
Lauren guides her clients to identify and achieve their wealth management goals, including risk management. With over 19 years of experience in the industry, Lauren has worked directly with High Net Worth families and businesses for over 17 years along with time spent in Retail Banking and Capital Markets. As a Financial Planner, she has created and implemented Financial Plans for many of RBC's valued clients. Lauren is an honours graduate of Ryerson University and holds several advanced industry designations, including Chartered Investment Manager (CIM), Personal Financial Planner (PFP) and Fellow of Canadian Securities Industry (FCSI).
Lauren is fortunate to be involved in her community through different volunteering pursuits. Lauren's dedication to education is a part of her community work through being a volunteer with the financial literacy organization, FuturFund, as well as educational seminars on Wealth Planning.
Outside of work, Lauren enjoys time with her husband and their two daughters. Hiking, cycling and running are a few of the ways she and her family enjoy life, along with lots of time in hockey rinks!. They also love to travel, especially to the East Coast to spend time with family.
