Testimonials

Testimonials

I was at a position in my life where I needed to make several financial decisions at once (ie. save, invest in myself, invest in my children, develop my business, etc.). I did not possess the knowledge nor time to develop a plan of action. Laideen was introduced to me and has put me on a path of financial success and gained my trust through opportunities she has presented. I am thankful and quite fortunate that I can consider her a member of my “team”.

- Candice G

Best thing I ever did in preparation for having my daughter changed my financial planner. Now we are so good... and going to be so good! All I knew was that I was not going to struggle (from my lips to God’s ears). Now we are amazing… Thank you Laideen!

- Alisha W

By the beginning of the new year, she started me on an amazing path. Not only have I been able to put aside money for my first home purchase, but she set me up on a path to get the debt gone as well, and always pushing me to complete the tasks at hand By reminding me of the end goal. For the first time in my life, I got insurance and was actually able to understand the benefits of this through her educating me along the way. I have not only used her amazing services but because of her honesty, commitment and loyalty to ensuring I reach my goals, I have and will continue to recommend her services to anyone I come in contact with. #bestfinancialadvisorever

- Venis G

Laideen has been a joy to work with. Not only has she eased my fears about money, but I’ve been able to develop tools to help become more aware of my money and it’s growth. She is so sweet, patient and professional in all that she does. I’m so happy to have her in my life.

- Candicia J

 

Budget/Cashflow Analysis

Taking the time to understand factors like your income, financial obligations and your spending habits allows for a thorough analysis of why you may be experiencing shortfalls. This process also takes into account financial allocations to ensure you are spending the right amount in each category based on your income. The ultimate goal is to establish a balanced budget while achieving your financial goals.

 
 
 

Debt Repayment Planning

The weight of surmounting debt can be paralyzing. We create a customized strategy to tackle debt that ultimately ensures you have favourable credit utilization ratios. Debt repayment goes hand in hand with budgeting as it addresses destructive spending patterns that lead to debt dependent lifestyles.

 

Wealth Management

Whether to purchase a property, fund your children’s education, or plan for retirement, we determine your individual risk tolerance and identify investment vehicles specifically suited for you. We also provided ongoing management of your assets to ensure your overall objectives are achieved.

Financial Goal Setting

Getting clear about what you want to achieve financially can be overwhelming. We help to set realistic and achievable financial objectives with a clear timeline and plan of execution. We also identify if any additional experts are required (accountant, realtor, mortgage broker, lawyer, etc.) in order to realize your goals.

 

Wealth Protection

If you have responsibilities, or anyone other than yourself depending on your income, then it is highly likely that you need to protect yourself, your money and/or your assets. We complete a Needs Analysis to determine any shortfalls in your protection plan, then provide the best options for life, disability or critical illness insurance based on your individual needs.

If you are ready to take the reins on your financial journey, then book a no-obligation financial-needs assessment now.