Team page

Investment Advisor

Laura Chanin, CFP®

My background:

B. Commerce from UBC
Worked in Financial Services since 1998
- 2 years part-time taxes/teaching taxes
- 6 years at Investors Group
- 14 years at iA Private Wealth/DundeeWealth
- Taught CFP courses 2 years
Financial Planner first
Love financial planning, spreadsheets, finances, puzzles
Interested in educating i.e. Leading Ladies

Phone 604 385 1164; Cell 604 319 6924
laura.rightdirectionfinancial.ca

Rob Rousseau

Rob’s background:

BBA from SFU
Worked in Financial Services since 1988
Operations Manager
Detailed Oriented
Responsibilities online access, account administration
Enjoys bike riding participates in the Ride to Conquer Cancer yearly

Tel: 604.385.1164 Cell: 604.828.5049

rob@rightdirectionfinancial.ca

Client Services and Marketing Coordinator

Leslie Sommer

Leslie’s Background

Client Services and Marketing Coordinator
Insurance inquiries, documentation, website, marketing
Joined our team 2017
Enjoys hiking, music, traveling, being with her four kids and husband

Tel: 604.385.1164

leslie@rightdirectionfinancial.ca

Call 604-385-1164 to set an appointment or contact us here

Investment Industry Regulatory Organization of Canada. 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. Insurance products are provided through iA Private Wealth Insurance Agency which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.