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.
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.
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.
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.
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.
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:
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.
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.
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.
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.
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.
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.
Email:
laura@rightdirectionfinancial.ca
Phone: 604-385-1164
Surrey Branch: 302 - 1688 152 Street
Vancouver Branch: 700 - 609 Granville Street
Subscribe to our Newsletter
Thank you for registering for our newsletter. Watch your inbox for information on retirement planning.
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.
All Rights Reserved | Right Direction Financial
Proudly built and managed by Sommer Digital Inc.