Laura Seekings
Financial Planning Department Head
Financial Planning Department Head
Position: Financial Planning Department Head |
Designations:
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Laura joined Perler Financial Group in late 2009. She holds four designations: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Financial Management Advisor (FMA), and Certified Professional Consultant on Aging (CPCA).
Before Perler Financial, she worked in the banking industry since 1991 and has been helping people with their financial planning since 2002.
Harry has known Laura since 1994 when she and her husband had owned a family restaurant in Coquitlam. Laura knows and understands the importance of excellent work ethics, great communication, client appreciation, and industry knowledge.
Laura believes in building long-term relationships with clients and works with them to help achieve their goals by developing long-term strategies. Her friendly demeanour, combined with her education and professional experience, make Laura an incredible asset to the team.
Laura assists Harry & David with comprehensive financial plans for clients. Her skills in number crunching and calculations coupled with her knowledge in tax, retirement, and estate planning make her contributions to the firm vital.
She remains on top of her work, creating detailed and thorough plans, so don’t be surprised if you receive a phone call from Laura reminding you to book a time to get your financial plan updated with Harry & David!