Your money is safe in Canadian banks
Mar 17, 2023 - Canada Life
Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...Read more
4 tips for managing finances with roommates
Mar 15, 2023 - Canada Life
Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....Read more
Understanding the gender pension gap
Mar 08, 2023 - Canada Life
The gender pension gap means that women are at an increased risk of living in poverty in old age...Read more
Wes From, CFP®, CLU, CH.F.C., EPC
Certified Financial Planner
Experienced in providing wealth and estate planning strategies. We want to help families like ours simplify their financial affairs and enhance their current lifestyles.
When I'm not working with my clients, I enjoy playing hockey, curling and spending time with my family. Happy to help you towards your financial independence.
Austin From, CFP®
Certified Financial Planner
Austin is an experienced and knowledgeable financial security advisor who helps clients customize financial security plans. This includes investment selection, insurance recommendations and retirement planning. When not working with clients, Austin enjoys being involved with musical theatre, lacrosse and boardgames with his wife. He's happy to help you towards financial independence!
Laurie From, EPC
Elder Planning Counselor
Financial Security Advisor | Investment Representative
Laurie started her career in the industry in 1986. She left to raise her family in 1992. In 2006, she joined Wes in business after obtaining her life and mutual fund licences. Since then, Laurie has enjoyed assisting Wes with servicing their clients with any changes needed to fulfill their individual financial plans. In her free time, Laurie looks forward to gardening, and cooking. Her true love is filling her home with family and friends as often as possible, especially her grandchildren!
Financial Security Advisor
Amy is dedicated to helping clients protect their assets, accumulate wealth and prioritize their family needs.
Amy excels at working with tradespeople and helping young families develop solid but flexible financial plans that evolve according to their needs and goals. She also enjoys designing retirement plans and facilitating succession plans. Amy is passionate about accompanying clients on their journey, and that’s what motivates her to always keep abreast of new developments in the world of financial planning.
Outside of financial planning, you will likely find Amy and her husband chasing after their 2 young daughters and enjoying their yard.
Book an appointment today!
Contact me today to learn more