Lawrence Ross

My Background

Larry is a Senior Wealth advisor, with over 30 years of industry experience. From the outset of his career, he has focussed on helping individuals realize their retirement goals and lifestyle wishes. He always starts with the big picture and meticulously combines all aspects of one’s Wealth picture, both financial and non-financial into a comprehensive plan. Larry is a Fellow of the Canadian Securities Institute (FCSI), has received the Chartered Investment Manager Designation (CIM^®), and has the Professional Financial Planner Designation (PFP^®). He is a Life Insurance Advisor, is a Certified Professional Consultant on Aging (CPCA) and is a Registered Portfolio Manager which enables him to manage portfolios on a discretionary basis.