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, cash-flow and legacy planning needs in alignment 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 the passing of a spouse, divorce, career change, elder care, or managing an inheritance on either side of the US/Canada border.
Laura holds a Bachelor of Arts (Economics) degree from Queen’s University. She is a Portfolio Manager holding the Chartered Investment Manager (CIM ®) designation and is licensed to trade derivative strategies. In addition, Laura is licensed in the US with FINRA to advise clients on cross-border issues and holds the Chartered Retirement Planning Counselor designation which relates specifically to US planning 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.
Laura enjoys volunteering, renovating, paddle-boarding, gardening and reading. She loves her children, and various pets.