Financial Planner Services Vancouver

Services & Products


Laura is a fully licensed investment advisor (through DWM Securities Inc.), insurance agent (through Dundee Insurance Agency Ltd.) and Certified Financial Planner®.

Her focus is on creating a financial plan, and the following products and services are available to her clients to fulfill the plan.


FINANCIAL SERVICES AVAILABLE

Tax Planning
Estate Planning
Retirement Planning
Cash Flow
Investment Review and Recommendations

 

FINANCIAL PRODUCTS AVAILABLE:


INVESTMENTS

RRSPs and RRIFs
Non Registered Accounts
Registered Education Savings Plans (RESPs)
Fee based accounts
Mutual Funds
Individual stocks and bonds
Hedge Funds*
Exchange Traded Funds
Principal Protected Notes
Initial Public Offerings (IPOs)
Closed end investment Products
Private offerings
Margin Accounts
GICs, Term Deposits
Savings Accounts

* Prospective investors should read the relevant Offering Memorandum including tax consequences and associated risks. There are certain risks associated with these types of securities; you are encouraged to discuss your investment strategy with your personal tax, legal and investment professionals before investing. Unlike mutual funds, hedge funds and other exempt offerings are not subject to the same degree of regulatory oversight as are securities offered by way of a prospectus.

 

 

INSURANCE PRODUCTS*

Life Insurance
Disability Insurance
Critical Illness Insurance
Long Term Care Insurance

*Insurance products provided through Dundee Insurance Agency Ltd.



 

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


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