A partner in your financial wellness

Getting the right investment advice is a key part of managing wealth. But it’s just one part of a bigger picture. You may also need to manage ongoing finances, minimize taxes or structure your estate in a tax-efficient manner. Because these various aspects of managing your wealth are all interconnected, we will create a total, coordinated wealth management strategy that addresses your financial concerns at each stage of life:

Accumulating | Protecting | Converting | Transferring


What to expect

  • thoughtful wealth management advice - beyond just investments
  • best-in class processes to ensure all commitments are executed on
  • guidance with complex financial life decisions
  • a reduction in money-related stress


What makes me different

  • genuine care for my client’s financial well-being
  • listens patiently to understand your goals – you are the CEO
  • creative strategies that are customized to you – no cookie cutter approach


Who are my clients

  • professionals with a growth mindset
  • business owners in Canada – particularly women
  • retirees and their family


Lauren Irwin, CFP, CIM

Investment & Wealth Advisor, Financial Planner


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