Book a Session with Lauren

Are you feeling like things are messy in your life right now? In transition? Are your financial plans keeping up with these changes?

It’s time to write your money story and create a financial road map (or adjust it if it's been awhile!) so you can start heading in the right direction!

Whether you need one of our sessions, below, or just a check-in chat, we can cover the topics that are most important to you, right now.

Start with your FREE Assessment

Your Planning Session Choices...

Once you have completed your FREE Assessment, I can help you
choose the Planning Session that works for you.

Financial Planning Session

Portfolio Assessment Session

Retirement Planning Session

Check-in Financial Advice

(For existing clients only)

Don’t need a full session? Changes happen. We know! If you’re an existing client, you can book a check-in telephone call with me to get some advice!

Each one hour session $100+ HST

A check-in call might be a chat about…

- A job change that involves a pension.
- Moving, selling your house.
- I need to get clear on _______________
- How much and what type of RRSP do I need?

Book a Check-in with Lauren

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