Value Based Planning – NEW

Laura Values Balance

Laura values balance in life. She manages a successful financial planning business while enjoying life as a busy wife and mom.

She believes that balance is the key to achieving financial goals as well. She knows that it’s important to savour the present because, as we all know, the future is never certain.   By the same token, because we can’t foresee the future, we need to plan for a range of possibilities – those we want, as well as those we don’t.

Laura’s financial planning advice is based on her philosophy of balance.  Her view is that families need to save for tomorrow and enjoy today: not one or the other. She encourages her clients to create wealth for the future, but discourages them from doing so at the expense of their day-to-day comfort. At the same time, she definitely believes in setting long-term financial goals and working diligently towards them.

Balance is key to Laura’s portfolio planning: Balance between short and long term goals, as well as balance within the investment portfolio itself.

Diversity: Because Laura’s portfolios contain an extended range of investments, including real estate, hedge funds, exchange-traded funds, mutual funds and private placements, they work like individual pension plans.  Her clients enjoy all the benefits of low risk and solid returns as a result.

Teamwork is another cornerstone of Laura’s investment philosophy. To ensure that the portfolios she creates attain the best rates of return with the least amount of risk, she works closely with a highly qualified Chartered Financial Analyst.  Laura also maintains a network of trusted professionals to assist her clients with specific or special situations outside her expertise.
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Partnering for success. Laura believes in building partnerships with her clients. If independent decision making is essential to your investment style, Laura might not be not the best fit. On the other hand, if you want a dedicated, informed financial expert to guide your journey to prosperity and security, she would be happy to help.

Taking care of your financial future with the help of a dedicated expert planner will give you the security and freedom you need to do the things you enjoy.

Life is precious: Why not make the most of it?

For more information about how to create a solid financial plan, contact Laura at 604-669-1143 or laura.chanin@holliswealth.com.