Simplifying the complex, inspiring confidence.
As a Wealth & Investment Advisor / Financial Planner, Lauren enjoys learning her clients’ stories and recognizes that by truly understanding what motivates and inspires them, she can provide insightful strategies and solutions. Working primarily with high-net-worth individuals, business owners and individuals who manage their own and/or their family’s wealth, she is driven to provide expert advice and guidance to help them better manage their personal and professional wealth. Lauren is proud to be known for her patience, genuine level of care and ability to simplify complex financial concepts while improving financial literacy and security.
A partner in your financial wellness
Getting the right investment advice is a key part of managing wealth. But it’s just one part of a bigger picture. You may also need to manage ongoing finances, minimize taxes or structure your estate in a tax-efficient manner. Because these various aspects of managing your wealth are all interconnected, we will create a total, coordinated wealth management strategy that addresses your financial concerns at each stage of life:
Accumulating | Protecting | Converting | Transferring
What to expect
- thoughtful wealth management advice - beyond just investments
- best-in class processes to ensure all commitments are executed on
- guidance with complex financial life decisions
- a reduction in money-related stress
What makes us different
- genuine care for my client’s financial well-being
- listens patiently to understand your goals – you are the CEO
- creative strategies that are customized to you – no cookie cutter approach
Who are our clients
- professionals with a growth mindset
- business owners in Canada – particularly women
- retirees and their family
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return