Focused on Your Future

We work together to achieve your financial goals and the lifestyle you want in retirement

Focused On

Your Future

We work together to achieve your financial goals and the lifestyle you want in retirement

It Started With A Passion

Laura's life long interest in personal finance started two generations ago. Her grandfather worked at the Canada Revenue Agency and her mother prepared tax returns for over 40 years. This inspiration led Laura to preparing taxes part-time and later the Canadian Securities Course (CSC^®). This confirmed her passion for financial investing and combined with a joy in building personal relationships she embarked on her career as a financial advisor. 22 years later and she leads a successful firm built on trust, competence, integrity, respect and understanding.

A Family Approach

Our success is built on strong principles of trust, honesty, dependability, commitment and communications. Having experienced all growing up she is committed to applying these principles in her relationship with clients. Her strong belief in a family approach to managing finances carries over to the office where her husband and sister play key roles in supporting the business.

Certified Financial Planner

Laura graduated from the University of British Columbia with a Bachelor of Commerce degree. Since 1998 she has specialized in financial services. Clients appreciate the wealth of knowledge Laura brings to their relationship as well as her dedication to supporting clients in achieving their goals. Laura also applies her passion for teaching others by hosting regular financial seminars.

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LAURA CHANIN, CFP®

Certified Financial Planner

Recognized For Expertise

Laura's passion and knowledge for retirement planning and personal finances extends well beyond her firm. She has been a teacher, mentor and well regarded expert relied on for professional opinion. Laura has been featured in some of Canadas leading brands including:

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Rob Rousseau

Office Manager

After earning his Bachelor of Business Administration from Simon Fraser University, Rob began his career in Financial Services. He has worked for some of Canada’s largest investment organizations focused on high net worth individuals. By applying his knowledge, skills and focus on customer service he rose to a leadership role. Clients benefit from Rob's attention to detail, strong communication and relationship skills.

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ROB ROUSSEAU

Operations Manager

After earning his Bachelor of Business Administration from Simon Fraser University, Rob began his career in Financial Services. He has worked for some of Canada’s largest investment organizations focused on high net worth individuals. By applying his knowledge, skills and focus on customer service he rose to the role of Operations Manager. Clients benefit from Rob's attention to detail, strong communication and relationship skills.

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After earning his Bachelor of Business Administration from Simon Fraser University, Rob began his career in Financial Services. He has worked for some of Canada’s largest investment organizations focused on high net worth individuals. By applying his knowledge, skills and focus on customer service he rose to the role of Operations Manager. Clients benefit from Rob's attention to detail, strong communication and relationship skills.

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Leslie Sommer

Client Services & Marketing

Leslie brings an extensive background in customer facing roles from social services and hospitality industries. She is both experienced to deliver and committed to a high level of customer service in all dealings. Her recent experience in care-giving further taught how a compassionate approach can provide superior service.

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