Vancouver certified financial planner / advisor

Why Choose Laura?

Here are the benefits of dealing with Laura Chanin, Certified Financial Planner:

Comprehensive Financial Plan

As a Certified Financial Planner, Laura's focus is helping you meet your goals. This is achieved through a financial plan that looks at ways to:

 

Your financial plan offers a clear path to get you to your goals.

Evaluate and Enhance your Performance

Laura can analyze your portfolio and compare it to an average portfolio and investing in the market indices alone. Her investment portfolios utilize the best money managers in the market place. They are designed to achieve superior returns while minimizing risk.

Independent Advice and Highest Quality Financial Products and Services

Dundee Securities Corporation is the largest independent network of investment advisors in Canada. We have access to virtually all products and services on the market place, which allows us to be independent in which products we choose to distribute.

 

Laura works with a Chartered Financial Analyst to construct portfolios with proper diversification to reduce asset correlation and portfolio volatility. The portfolios are compared against suitable benchmarks to ensure that performance and risk profiles are maintained. The portfolio assets are monitored regularly to make sure they stay on track.

Protection through CIPF and CDIC

Investments at Dundee Securities Corporation are protected through the Canadian Investor Protection Fund. Deposits through Dundee Bank of Canada are offered security through CDIC. You have the peace of mind of knowing that your money is safe.

Excellent Customer Service

Laura strives to provide top notch service to all her clients.

Integrity

As an independent investment advisor and business owner, Laura's reputation is key to her success. Integrity in dealing with her clients is a top priority.

 

 

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 helped my wife and I select life insurance for our young family, and we both were grateful for her competent and personable approach. We felt very informed throughout, and felt Laura personally cared about our understanding and about us making a choice that helps us meet our goals. It’s this personal touch that leads me to recommend Laura to anyone – I’m glad to have her advice and skill and would be pleased to work with her again. I’ve rarely had a more pleasant insurance experience – Laura is certainly one of the best.”

J. Gardner


WHAT CLIENTS SAY
Dear Laura,

I just wanted to write to tell you how much I appreciate you helping me with my finances. You always have time for me and you're always so positive and professional. Thank you for helping me realize my goals of getting into the housing market in Vancouver while also saving money. I can't say enough about how much you've helped me, except to say a big "thank you. " I look forward to working with you for many years to come. All the best,
J. Dirks, Media Bureau Chief