112 Thickson Rd N, Whitby, ON L1N 3R2View on Map »
As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial loses or managing your portfolio wisely, we have the experience and resources to meet your needs.
Since earning a bachelor of Business Economics from Brock University in 1987, Louisa has been working as a professional in the investment industry. A board member of The Financial Advisors Association of Canada (ADVOCIS) since 1994, she plays an integral role in shaping the direction of the industry.
She has conducted workshops for financial planners on how to create financial plans and has been involved in forming the standards required for financial plans submitted by RFP candidates. She spent five years on the examination committee for the Financial Planners Standards Council of Canada, which grants the CFP designation. Louisa was also the contributing editor for the Guide to Personal Financial Planning published by Carswell for several years.
In addition to education and experience, Louisa holds the designation of Certified Financial Planner and Registered Financial Planner, as well as having her life insurance qualification. She is an active member of several education institutes that requires a minimum of 30 hours per year of continuing education.
An independent financial planner working under LCM Financial Planning Limited, she uses Aligned Capital Partners Inc. as her back office for investments and IDC Worldsource for Insurance products.
Aligned Capital Partners Inc. ("ACPI") is a full-service investment dealer and a member of the Canadian Investor Protection Fund ("CIPF") and the Canadian Investment Regulatory Organization ("CIRO"). Investment services are provided through LCM Securities, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/LCM Securities and covered by the CIPF. Financial planning and insurance services are provided through LCM Financial Planning Limited. LCM Financial Planning Limited is an independent company separate and distinct from ACPI/LCM Securities.
