MEET YOUR ADVISOR
Lawrence Cole
Financial Security Advisor
Investment Representative
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.
