As an experienced Wealth Planner focusing on wealth creation at Optimize, 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.