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The Louise Sabourin Group

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Louise Sabourin, CFP®

Wealth Planner

Etobicoke, Ontario

About Louise

As an experienced Wealth Planner focusing on wealth creation at Optimize Wealth Management, Louise has always wanted to help people. Her career as a wealth planner at Optimize provides Louise with exactly what she is looking for.

Her Certified Financial Planner designation, Registered Retirement Consultant certification, and insurance license along with the annual continuing education requirements for these designations helps Louise to support small business owners, individuals, and their families to achieve their goals. 

Whether next year’s vacation, their first home, their children’s education, or their retirement, her role is to support her clients in reaching their goals. Louise’s financial planning practice is her own business where she has the freedom to help create a personalized, comprehensive and customized financial plan for each individual client and their families.

Optimize's Approach to Wealth Management

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.

The Louise Sabourin Group's Value Add
 

The cornerstone of the Louise Sabourin Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.

Louise provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring her clients always benefit from the highest level of service. Ryan Moroney is the Portfolio Manager who advises and manages client investment accounts, while Louise helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning and estate planning. Additionally, as a registered insurance advisor, Louise provides her clients with tailored insurance solutions.

 

Please know that Louise Sabourin is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.

Contact

    louise.sabourin@optimize.ca

    647-237-2040

 

Office Location

The Louise Sabourin Group

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Ryan Moroney
Portfolio Manager