Your wealth is just the beginning
At The Aubertin Group, we believe that the best advisors don’t just grow your wealth – they help you live a well-rounded and fulfilled life. Through our client-focused approach and customized strategies, we put that sentiment into action every day, going above and beyond to help you thrive, both personally and financially.
Welcome to our family
For our team, nothing is more rewarding than seeing our clients succeed. Whether we’re connecting with you at the office or around your kitchen table, we’re here to help you navigate toward your goals – and celebrate alongside you when you achieve them.
Jennifer (Jenn) Aubertin
Tammy Lawson
Catherine (Cat) Tonon
Nadine Lourenco
Katharine Varaklis
“Allow your passion to become your purpose, and one day it will become your profession.”
– Gabrielle Bernstein, best-selling author
How we help
Simple conversations with big results
Leading with planning, we take the time to discover where you currently are – and create a roadmap to get you to where you want to be. We coordinate with experts across industries to execute your plan with excellence, supporting you at every step.
Our offerings
• Retirement income planning
• Tax strategies and solutions
• Custom investment portfolios
• Credit and lending solutions
• Will & estate planning
• Charitable giving strategies
• Financial education and support
• Financial planning
Make your retirement meaningful
In partnership with Next Chapter Lifestyle Advisors, we offer all-encompassing programming and solutions to help you navigate every aspect of your retirement years. For more information, reach out to a member of our team.
Who we help
Supporting you through transitions big and small
Our clients come from all walks of life, but they all share one common goal: to grow and maintain their wealth with the help of a compassionate advisor.
Clarity and consistency for a goal-oriented family
Barb and Derek came to our team 20 years ago with multiple priorities – to save for their kids’ education, to purchase a cottage, and to retire early. With the help of The Aubertin Group, they’ve now achieved all that and more.
How we helped
Keeping their big plans for the future in mind, we crafted a roadmap to help Barb and Derek incrementally build toward their goals. By examining not only their finances but also their values, we were able to help them prioritize what was most important and plan for all relevant scenarios. And when their circumstances changed, we were always just a phone call away, ready to help.
What they say
“We feel very fortunate to have worked with Jennifer for so many years,” says Barb. “The ongoing support, availability, and dependability we have received from this team are excellent. I know that there will be ups and downs in the market, but I can trust Jennifer’s advice through it all.”
Community
Have a seat at our table
Our community extends beyond finances – it's a gathering of industry experts ready to connect with our clients, offer valuable insights on life changes, and support your physical, emotional, and mental well-being. At our table, we support our clients at every step.
Intentional Living through Organization
Discover the connection between mindful organization and mental clarity with Corrie Goldfinger. This video explores the process of decluttering, the importance of progress over perfection, and common myths about getting organized.
Gut Health & Mental Wellness
Join Laura Bourne, Founder of Laura Bourne Wellness, and discover how gut health impacts mental well-being and leadership performance. Watch how Laura shares her personal journey and insights on enhancing wellness.
Combatting Burnout
Laura Bourne of Laura Bourne Wellness discusses the importance of employee wellness and how addressing burnout is essential for HR leaders and business owners in 2024. Learn why investing in workplace wellness programs is key to fostering a thriving workplace culture and achieving a strong ROI.
Our events
Our events are designed to foster connections and provide support as you navigate life's various stages. Join us for engaging discussions and collaborate with the Aubertin Group's network of experts. Whether it's planning for retirement, managing transitions, or addressing other aspects of aging, our events offer valuable insights and resources.
For recordings of past events, please click here.
At a glance
Subscribe to our blog!
