Laura Money, CLU, CFP, CHS
Senior Financial Planner, Coutts Financial Services Inc. (Sun Life)
Laura, in her role at Coutts Financial Services, is passionate about using comprehensive financial planning to help clients, their families and businesses make the most of their money. With her analytical expertise and knack for explaining complex concepts in simple terms, she shows clients how to take full advantage of insurance, investment, tax, and estate-planning strategies. Her planning provides clients with clarity about their current and future financial picture, confidence to make informed decisions and comfort knowing that what they value most is protected.
Laura specializes in planning for both new and established businesses, tax-efficient retirement income planning and the transfer of family wealth. She was a finalist for the 2018 Women in Wealth Management Young Gun award and the 2020 John A. Tory award winner.