Lauren Irwin, CFP, CIM

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