2023 Conference & AGM
Laura Money, CLU, CFP, CHS
Senior Financial Planner, Coutts Financial Services Inc.
Laura is the Senior Financial Planner at Coutts Financial Services Inc. She is passionate about using comprehensive financial planning to help people make the most of their money. With her analytical expertise and knack for explaining complex concepts in simple terms, Laura shows clients how to take full advantage of insurance, investment and tax-planning strategies.
Laura specializes in planning for both new and established businesses, tax-efficient retirement income planning and the transfer of family wealth. She was a finalist for the 2018 Women in Wealth Management Young Gun award and the 2020 John A. Tory award winner. When it’s time to relax, Laura and her family enjoy time at their Lakeside cottage near Haliburton.
Speaking at the Conference
- Tuesday, May 9 @ 11:00 am – 12:00 pm ET
Client communications in times of crisis and loss (an in-depth look)