At Cordis Financial, we give you customized advice for each stage of your life, while giving you the tools you need to build your financial future. The Lumen Plan is Cordis's new budget planning and coaching service. We work with you to reduce or eliminate debt and establish strong short- and long-term objectives to help you stay on track.
Let's talk about what success looks like to you. Research shows that after 15 years, advised clients have 4x more investable assets and 3x more net worth than non-advised clients. Whether you have questions about insurance, investments, financial planning or want to explore personal budgeting, our team can connect you with the right resources and help you build a plan unique to you - all in a confidential, friendly environment.
Let's talk about what success looks like to you. Research shows that after 15 years, advised clients have 4x more investable assets and 3x more net worth than non-advised clients. Whether you have questions about insurance, investments, financial planning or want to explore personal budgeting, our team can connect you with the right resources and help you build a plan unique to you - all in a confidential, friendly environment.
Services
Born and raised in Edmonton, Laura is a graduate of the University of Alberta's Faculty of Science and has worked for years in the railway, IT and financial industries. After being licensed in 2000, Laura completed her Certified Financial Planner (CFP) designation in 2005, winning her the Advocis award for the top mark in Canada.
Pay office overhead expenses such as rent or lease, utilities, employee(s) salaries, and usual business expenses. Provide the business with additional income in the event of sickness or injury to a key person. Supplemental care in a facility such as nursing care, paid companion, accompaniment to a medical appointment.
Cordis Financial works with individuals, professionals and businesses to plan better financial futures in diverse situations. Read some of our success stories to see how Cordis can help you. Laura at Cordis has done all my personal and business planning for many years. She always goes over the top, explains everything in an easy to digest format.
Cordis Financial has provided financial planning services for individuals in wide-ranging circumstances. We listen, learn your needs, and provide comprehensive solutions. Here are a few examples of how we work with individuals to address each financial need. Names have been changed to protect privacy.
You have unique financial needs. We provide financial planning for professionals who want to optimize their career decisions. Three doctors in one practice wanted to formalize their working arrangement with a buy-sell agreement but, with a steep learning curve, were not sure how to go about it.
Together with their lawyer, they worked with Laura to fund their buy-sell agreement and make sure their risks were covered on all levels: partnership, professional corporation, and personal.
Together with their lawyer, they worked with Laura to fund their buy-sell agreement and make sure their risks were covered on all levels: partnership, professional corporation, and personal.
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