Layne Loshny - Investors Group 2.15

I work closely with Canadian families and businesses to help them build lasting wealth for the future. Using a holistic and evidence-based approach, I provide a completely customized plan for each client, focusing on what is important to them - ranging from retirement planning to risk management. Let’s face it, we all have different goals and aspirations, so why should every retired couple have the same financial strategy?

My investment philosophy centres around matching clients with an appropriate amount of portfolio risk and setting reasonable long-term return expectations. Saving for your dream retirement doesn’t happen overnight - it is a diligent, coordinated process with many moving parts. My goal is to educate and simplify this process for clients, allowing them to reach their goals while being looked after by a knowledgeable team who understands the bigger picture.

Why is it important to work with a trusted financial advisor? Research shows that regardless of age or income, advice has a positive and significant impact on the financial assets of Canadians, which cannot be explained by asset performance alone. (“The Value of Advice Report 2012” www.ific.ca)

So why not get together for a coffee and see if I can help? Either I can confirm that you are taking all the right steps and nothing needs to be changed, or perhaps I may be able to recommend a solution that may have been overlooked. Either way, coffee is on me!

Investors Group was founded in 1926 and is part of IGM Financial Inc. As a member of the Power Financial group of companies, we are proud to be one of Canada's leading personal financial service firms serving approximately one million Canadians. We have a large product shelf including a diverse offering of respected third party products and services.

“Refusing to ask for help when you need it is refusing someone the chance to be helpful.”
- Ric Ocasek