Why Choose Right Direction Financial
A Comprehensive Financial Plan
As your CFP®, Laura helps you meet your goals with a personalized financial plan that:
• Minimizes your taxes.
• Maximizes your investment returns.
• Manages risk.
• Ensures you won’t outlive your retirement savings.
• Manages your estate.
• Makes certain that your family is cared for financially, if you become seriously ill or pass away earlier than expected.
Evaluate and enhance your investment performance
Laura can assess your current investments and analyse their performance. She can also compare your current portfolio (or your results as an independent investor) to average results with a managed portfolio. If she recognises areas of shortfall, she will recommend changes. Her investment portfolios utilize the best money managers in the Canadian market place. They are designed to achieve superior returns while minimizing risk.
Independent advice and highest quality financial products and services
HollisWealth Inc. is one of the largest networks of independent investment advisors in Canada, with access to a superior range of products and services. This allows us to act exclusively in a client’s best interest and recommend products to meet specific needs.
Teamwork: specialization and collaboration
As a Certified Financial Planner, Laura offers a distinct skill set. To bring added expertise and perspective to portfolio construction, she works closely with a Chartered Financial Analyst. This professional collaboration ensures proper diversification to reduce asset correlation and portfolio volatility.
Portfolios are compared against suitable benchmarks to ensure that performance and risk profiles are maintained. Portfolio assets are monitored regularly to make sure they stay on track.
Protection through CIPF and CDIC
Investments at HollisWealth Inc. are protected through the Canadian Investor Protection Fund. Canadian term deposits are securely backed by the CDIC. The knowledge that your money is safe will give you valuable peace of mind.
As an independent investment advisor Laura knows her good reputation is key to her success. Integrity in dealing with her clients is a top priority.
Excellent customer service
Laura strives to provide top notch service to all her clients. She is always available to take your calls and respond to your concerns.
Laura loves her job: People and numbers have always been her biggest passions. She gets much personal satisfaction from creating peace, security and greater opportunity in her clients’ lives.