Senior Wealth Advisor
Laurie has been advising clients on their financial affairs for over 30 years and has won several awards for Wealth Management Excellence. Most recently she was the first and only female inducted into the 2018 Wealth Professional Inaugural Hall of Fame and has been nominated for several other awards for Client Service, Philanthropy and being a Female Trailblazer.
Her customized approach to advice and client service is the Platinum standard in our industry and her specialty lies with retirement/estate planning, investment, and insurance advice.
In her spare time, Laurie loves spending time at her cottage at Lake of the Woods with her husband and dog Dave.
B.Comm. (Hons.), CFP®
Investment Advisor
Spencer, the latest addition to the Enhanced Wealth Management team, brings a wealth of experience garnered from collaborating with some of Canada’s top advisors during her tenure with the onboarding team at Wellington-Altus Private Wealth. With keen attention to detail, Spencer adeptly formulates solutions to address her clients’ evolving needs, while her steadfast work ethic strengthens the vitality and growth of her wealth management practice.
Furthermore, Spencer is an accomplished alumna of the Asper School of Business at the University of Manitoba, where she graduated at the top of her class, earning an Honours Bachelor of Commerce degree. Beyond her professional achievements, she enjoys travel, tennis, and cherishing quality moments with her family and friends.
Client Service Manager, Senior Investment Associate
Barbara has been in the investment industry for well over 20 years and her primary focus has always been delivering outstanding client service. While providing Laurie and Spencer’s clients with caring, enthusiastic, and professional assistance, she plays a pivotal role in supporting the Enhanced Wealth Management Team in all areas relating to account administration and management.
In her spare time, Barbara enjoys spending time with her husband Michael at their cottage at Falcon Lake and traveling with her family.