Vancouver Wealth Management - Financial Planner

Laura's Philosophy

Laura manages her certified financial planning business while being a Mom and wife. As a result, she values balance in life and continually strives to accomplish that.

She also believes in balance in terms of your investment portfolio and your financial goals. Her view is that you need to plan for tomorrow while enjoying today, not at the expense of one or the other.

Balance is key to Laura in financial planning - balance between your short and long term goals, as well as balance in terms of your investments.  For your goals, Laura doesn't believe you should save everything for tomorrow while not enjoying today.  At the same time she definitely believes in making long term financial goals and working towards them.  It is important to live life fully as you don't know what will happen in the future.  And you don't want to "not plan" for the future.  If you don't plan ahead, you could run in to trouble financially.

Financial Planner - Vancouver, White Rock, Surrey - Laura Chanin
Laura's investment philosophy is also about balance.  She works with a Certified Financial Analyst, Kevin Kirkwood from Global Portfolio Review , to create solid investment portfolios that attain the best rate of return, while minimizing risk.  The investment portfolios are like individual pensions because Laura is able to include all types of investments in a portfolio, including real estate, hedge funds, exchange traded funds, mutual funds and private placements. As a result you have great, diversified portfolios, with less risk, and with solid returns.

Laura believes in creating financial plans that will take care of your finances so that you can spend less time on your finances and you can focus on what you enjoy and what you are good at. 

Laura believes in building and creating a partnership with her clients. If you want to work on your finances on your own then Laura is not the right advisor for you.  If you want to work in partnership with a financial expert then she is the right advisor for you. 

Contact Laura for more information on how to create a solid financial plan now. Call 604-669-1143.

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WHAT CLIENTS SAY
"Laura has been a huge help by organizing our financial life and keeping us on track for retirement. She's a 'no pressure' person, who gives us great advice on money options and managing both our long and short-term goals. We would be lost without her."

~ D. and C. Friend, Manager and Teacher