MEET YOUR ADVISOR
Lawrence Cole's reason for becoming a Financial Security Advisor is deeply personal. He saw many friends and family struggling to find the help they needed to achieve their financial security goals. After years in the business, he has developed a reputation for educating individuals in a way to make the complex simple. He understands the trust his clients put in him to handle their life savings, and every day he strives to earn that trust.
OUR PLANNING PROCESS
Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making goals come true.
I will work with you to:
Evaluate your requirements, investment comfort level and life stage
Create a customized plan that manages risk and brings goals within reach through an integrated planning process
Recommend products and services that best help in achieving these goals
Make sense of your options through analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, including a private wealth counsellor