Laura has worked in the wealth management industry since 1995, becoming an integral member of the Steele Wealth Management team in 2000. Laura passionately believes in a client-centric approach and focuses on building long-term, strong client relationships. She engages with clients to help chart the wisest course to meet their capital and cash flow needs in a manner that aligns with their vision and values. She connects with clients regularly to stay current on their financial, business and personal situations. Her expertise involves insightfully helping clients navigate life’s biggest challenges like divorce, career change, elder care, or managing an inheritance.
Laura holds a Bachelor of Arts (Economics) degree from Queen’s University. She is a Portfolio Manager holding the Chartered Investment Manager (CIM ®) and Certified Professional Counselor on Aging (CPCA) designations. She is also licensed to trade derivative strategies. In addition, Laura is licensed in the US with FINRA to advise clients on cross-border issues.
She believes in volunteering to contribute to the local community. Reflecting her commitment to make the community a better place, Laura was awarded Citizen of the Year - Community Service, in Wilmot Township and was nominated for the K-W Oktoberfest Rogers Women of the Year 2019. She regularly holds volunteer leadership positions including coaching soccer.
Laura enjoys volunteering, renovating, gardening and reading. She loves her children, horses, and various pets.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements. A CIM identifies clients' objectives and constraints; develops appropriate investment policies and strategies, taking into consideration market and economic conditions; and evaluates investment products that represent both traditional and alternative asset classes; and implements policies and strategies through portfolio construction.
What does this designation mean for you? It means that when you work with an investment consultant who has taken the time to complete the CIM® designation, you’re working with someone who understands the financial complexities and risks that come with being in the highest tax bracket, is well-versed in modern concepts of investment advice, and perhaps, most important, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
Raymond James is not affiliated with the above organizations and/or charitable causes.