304 Brock St. S., Suite 100, Whitby, ON L1N 4K4

I am a Portfolio Manager with RBC Dominion Securities and can provide discretionary management services based on risk management. This allows me to focus on helping you achieve your goals. I begin with a Financial Plan to help minimize income tax and shelter growth through RRSP, TFSAs RESPs. I look at each client’s situation individually. Proper investing takes time, knowledge and inclination; I have the experience, education and the resources that RBC offers to assist you with your financial life.


17 King Street East, Oshawa, ON L1H 7M9

Since earning a bachelor of BusinessEconomics from Brock University in 1987, Louisa has been working as aprofessional in the investment industry. A board member of The FinancialAdvisors Association of Canada (ADVOCIS) since 1994, she plays an integral rolein shaping the direction of the industry. Shehas conducted workshops for financial planners on how to create financial plansand has been involved in forming the standards required for financial planssubmitted by RFP candidates. She spent five years on the examination committeefor the Financial Planners Standards Council of Canada, which ...


112 Thickson Road N., Whitby, ON L1N 3R2

1614 Dundas St. E., Unit 104, Whitby, ON L1N 8Y8

6th Floor - 1340 Pickering Parkway, Pickering, ON L1V 0C4

Advocis, The Financial Advisors Association of Canada, is the association of choice for financial advisors and planners. With more than 13,000 members in 40 chapters across the country, Advocis is the definitive voice of the profession, advocating for professionalism and consumer protection.


LCM Financial Planning Limited, 112 Thickson Rd. N., Whitby, ON L1N 3R2