Right Direction Financial
Your Wealth, Our Passion
The
Right
Advisor
Makes the Difference
Laura and her team prepare clear and effective financial plans to help you reach your lifestyle goals in retirement. An expert in retirement planning with no restrictions to which funds she can recommend results in a plan designed specifically for you. Life requires balance and we use that same approach in developing plans. A reputation for building personal relationships and putting your interests first assures you are always getting the best professional advice.
A track record of success combined with a pro-active reputation among her clients, we constantly look to maximize your return while minimizing your risk. Trusted and confident, our clients know we are always looking out for their best interests.
We know you could manage the details of your financial life on your own. We also know that not everyone wants to be a financial expert. It takes time and unless it's your passion, it can quickly become a chore. We know you want to leverage financial strategies that benefit you, but your time and interest are limited.
This is where Right Direction Financial steps in.
Our goal is to be your financial partner, ensuring you make the best moves with your money. Whether it be retirement, tax, estate planning, investments, charitable giving, insurance or cash flow, we have the expertise to help you make sound financial decisions now and in the future. We are independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice. We are experts at helping busy professionals plan for retirement who want to delegate their ongoing financial planning and wealth management needs to a trusted advisor. Many of our clients come to us because they’re navigating a major life change, or planning for the future.
A Retirement We Build Together
Securing the future you want takes time, expertise and planning.
Explore how our 21 years of experience and a team approach to
managing your retirement portfolio makes it easier.
Our six step process delivers confidence and results for clients.
1. Learn About You and Your Finances
It starts with learning about you. We educate ourselves on your lifestyle expectations, past financial strategies, current financial picture and risk/reward tolerance. We want to fully understand your finances in order to map out a strategy.
2. Define and Understand Your Lifestyle Goals
Next, Laura and her team will help you identify your personal and financial goals. Preserving your estate, funding your retirement, saving for your child’s education or planning a dream vacation might be part of this discussion.
3. Build Your Custom Plan
Based on an understanding of your needs, we develop a draft plan to reduce taxes, introduce effective estate and retirement planning, risk management and investment strategies to uncover real opportunities.
4. Present the Opportunities
We carefully review and explain our recommended strategy as part of your personal financial plan and listen to your feedback. Your plan is complete when it satisfies your goals and requirements as closely as possible.
5. Implement Your Custom Financial Success Plan
With your full understanding and approval, Laura and her team implement the plan and keep in touch throughout the process, making it smooth and stress-free for you. You will know you made the right decision.
6. Monitor and Modify
to Achieve Results
Economic, tax and market conditions and financial situation never stand still. You have the confidence that Laura and her team will be monitoring results and advise of any recommended changes through regular contact.
Questions?
Email: laura@rightdirectionfinancial.ca
Surrey Branch: 302 - 1688 152 Street
Vancouver Branch: 700 - 609 Granville Street
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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
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