With over 20 years of financial services, business and investment experience, Laura has been actively focused on providing discretionary investment management services to high net worth individuals and families, estates & trusts, and charitable and business organizations. She has experience dealing with complex financial, tax and estate planning issues, including business succession planning and leveraged insurance solutions.
Laura's primary role is to provide investment counsel to her clients, specifically to develop and implement investment strategies tailored to meet their individual needs. She is responsible for the design and delivery of distinctive investment management solutions and services to private clients, corporations, foundations, estates and trusts.
Laura has demonstrated a commitment to continuous education and has earned the professional designations of Chartered Accountant (CPA, CA) - 1995 and Chartered Financial Analyst (CFA) - 2001. She graduated from the University of Waterloo (Honours Bachelor of Arts). Laura is active within the professional world as well as in the community. She has been an Executive Board member of the Estate Planning Counsel of Toronto (EPCT) for 6 years and a member of the Toronto CFA Society.
When Laura has a spare moment, she likes to golf, travel, ski and sail. She is married with one child. Laura is an experienced investment professional and will work with you every step of the way to help you progress towards achieving the goals and dreams you and your family share for your career, well-being, home, lifestyle and legacy.