|
|
ABOUT LARA
For Lara Austin, helping her clients successfully manage, build and preserve wealth entails adhering to a "Life-Long Planning" approach which includes understanding and setting investment goals and providing for the necessary support to see the goals realized.
To this end, Lara is backed by the full resources of RBC Dominion Securities and a dedicated team of Portfolio Advisors, Insurance Providers, and Will & Estate Planners which provide her clients with the insight needed to meet their life goals, succeed as investors, and simplify their busy lives.
Lara's additional resources include access to an external network of Lawyers, Accountants, and Business and Life Consultants who collaborate with her to provide her clients with the tools and resources needed to enjoy fulfilling retirement years, incorporate life balance and effectively deal with transitions in their financial and personal lives.
Licenced for over 12 years, Lara began her career with Dominion Securities in 1995 in Ontario and moved to the Courtenay branch in 2004. A commitment to ongoing education has culminated in both Financial Management Advisor (FMA) and Canadian Investment Manager (CIM) designations from Canada's leader in investment education, The Canadian Securities Institute. In addition, Lara has obtained her Life Underwriters License where ongoing continuing education is a requirement.
An active member of the Comox Valley Women's Business Network and an alumnae (Newcomer), Lara also enjoys contributing to her community through various charitable events. One of her life goals is to assist in the ongoing success of The Comox Valley and North Vancouver Island which she shares with her husband Danny and their sons Damon and Kiano.
Call or e-mail Lara today to arrange an appointment to discuss the benefits of a Life-Long Planning approach and how it can support and assist you in setting and reaching your goals of managing, building, and preserving your wealth.
|
|