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MEET YOUR ADVISOR

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Lawrence Cole

Financial Security Advisor

Investment Representative

Lawrence@ColeWealth.ca

Phone: 902-620-0013

Driven by a genuine commitment to service and a strategic mindset, Lawrence founded Cole Wealth Management Inc. His business approach is centred on building long-term relationships with individuals and businesses. By relying solely on referrals and word of mouth, Lawrence has established a thriving practice, assisting clients who value a lifetime of collaboration.

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Lawrence strongly emphasizes addressing the specific Financial Security Planning, Investment, and Risk Management goals of his diverse client base. Whether purchasing a home, financing a child's education, or planning for a comfortable retirement, he ensures that financial security plans are tailored to meet individual needs.


With distinct business acumen, Lawrence's expertise is supported by significant management experience in the seafood industry and a Bachelor of Business Administration from the University of Prince Edward Island (1987).

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In 2006, seeking to work more directly with individuals and families in need of financial guidance, Lawrence joined a large wealth management firm in Charlottetown as a financial planner. He then joined Canada Life (formerly Freedom 55 Financial) in 2008, a move he considers the best career decision he has ever made.

Lawrence was honoured with the Freedom 55 Financial Atlantic Leaders Achievement in Business & Financial Planning award for 2018 and 2019.

 

Born and raised in New London, Prince Edward Island, he now resides in Charlottetown with his wife Brenda and their three children. He enjoys outdoor activities such as biking, boating, snowshoeing, and golfing, and cherishes any extra time spent with his family.

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Contact Lawrence to set up a complimentary Get Acquainted meeting.

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With proven experience and knowledge, Lawrence is ready to help you achieve your personal and family financial security goals. He is incredibly passionate about Wealth & Estate Planning for business owners and enjoys strategizing with families to simplify their financial affairs and enhance their lifestyle.

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Team

Let's get acquainted. Contact us.

We offer a complimentary "Get Acquainted" meeting to describe our

services, and to see if our services are right for you.

The information on this website is intended for residents of Prince Edward Island and Ontario only.

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Click here to view legal, copyright and trademark information.

Quadrus, Quadrus and design, Quadrus Investment Services Ltd. and design and Canada Life Mutual Funds are trademarks of Quadrus Investment Services Ltd. used with permission.

 

Insurance Products, including segregated fund policies, are offered through Cole Wealth Management Inc., and Investment Representative Lawrence Cole offers mutual funds and compensated referrals through Quadrus Investment Services Ltd.

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* The use of e-mail is not a secure medium and personal information should be transmitted by more secure means.

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Affiliated with Canada Life.

Cole-Wealth-Management-Inc-Logo-66-5568-

102-119 Queen Street

Charlottetown, PE C1A 4B3

Tel:  902-620-0013

Cell: 902-629-9550

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© 2025 Cole Wealth Management Inc.

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