Financial Planner Services Vancouver

Services & Products


Laura is a fully licensed investment advisor, insurance agent 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

 

 

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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