MEET YOUR ADVISOR
Financial Security Advisor
Driven by an authentic service orientation and strategic mindset, Lawrence founded Cole Wealth Management Inc., Working with individuals & businesses who value long term relationships is the cornerstone of his business approach. Relying only on referrals and word of mouth, he has built a thriving practice, assisting people who see who foresee a lifetime of collaboration.
Lawrence places a strong emphasis on the specific Financial Security Planning, Investment and Risk Management goals of his broad client base. Whether purchasing a home, financing a child's education, or retiring comfortably, he ensures financial security plans are tailored to individual requirements.
Lawrence has distinct business acumen, underpinned by significant management experience in the seafood industry and a Bachelor of Business Administration (University of Prince Edward Island 1987).
In 2006, in order to work more directly with individuals and families who needed financial guidance, he joined a large wealth management firm located in Charlottetown as a financial planner. Lawrence then joined Freedom 55 Financial in 2008, and credits this as the best career decision he has ever made!
He was the recipient of the Freedom 55 Financial Atlantic Leaders Achievement in Business & Financial Planning award for 2018 & 2019.
Born and raised in New London, Prince Edward Island, Lawrence remains in Charlottetown with his wife Brenda and their three children. He enjoys outdoor activities, including biking, boating, snowshoeing and golfing. Any extra minute in his day is spent with his family.
Contact Lawrence to set up a complimentary Get Acquainted meeting.
With proven experience and knowledge, he is ready to work with you to help achieve your personal and family financial security goals. He is incredibly passionate about Wealth & Estate Planning for business owners and strategizing with families to simplify their financial affairs to enhance their lifestyle.