MEET YOUR ADVISOR

Lawrence Cole

Financial Security Advisor

Investment Representative

Lawrence.Cole@f55f.com

Phone: 902-892-3062 Ext 224

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.

 

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.

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.

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

Mortgages are offered through The Canada Life Assurance Company. The Canada Life Assurance Company is a federally regulated life insurance company and the mortgagee. *Inquiries will be referred to a Credit Planning Consultant.

Representing Freedom 55 Financial is a division of The Canada Life Assurance Company.

Canada Life, and Freedom 55 Financial and design are trademarks of The Canada Life Assurance Company.

Shops of St. Avards

11 St. Peters Road

Charlottetown, PE C1A 5N1 

Tel: 902-892-3062 Ext 224

Fax: 902-628-2228

  • Facebook
  • LinkedIn
  • Instagram

© 2020 by Cole Wealth Management Inc.