Lauren Ryan CIM, PFP, FCSI

As an accredited Financial Planner and Chartered Investment Manager, Lauren takes the time to understand her clients’ goals, personal and financial, to ensure both their short- and long-term objectives are met. She delivers a customized investment management strategy and personalized wealth management plan to fulfill these goals and objectives. Estate Planning is addressed with each and every client; Lauren ensures clients have identified what is important to them and have documentation in place to support their wishes.

With over 20 years of experience in the industry, Lauren has worked directly with High-Net-Worth families and businesses for over 18 years. Lauren is a dedicated professional in all her client interactions continually looking out for her clients’ best interests with compassion and sincerity. Strong communication, a high level of service and a commitment to educating her clients have fostered strength and trust in her relationships.

Outside of work, Lauren enjoys hiking, cycling and running with her husband and their two daughters, along with lots of time in hockey rinks! They also love to travel, especially to the East Coast to spend time with family.