Cordis Financial
Principled AdviceAppointments
Our process is simple:
We help you define your goals
Offer empowering suggestions for your unique situation
Work with you on a plan for success
Resources
Make informed decisions about your money. We have resources to help.
Browse our library for information about financial products and services.
Budgeting
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.
Why Seek Advice?
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.
IPSOS Reid. The Value of Advice.
Our Principles
Serve, Protect, Educate
Serve
Protect
Educate
Services
What We Can Do For You
It all starts with a conversation. We work with you to determine your needs and create a plan that reflects your life, expectations, and risk tolerance. We cover all aspects of personal finance including insurance, investments, taxes, retirement, and estate. You’re more than a number. Let’s work together on an approach that makes sure you’re informed and protected.
Investments
What does success look like to you? We can help you develop an investment plan that reflects your risk tolerance and personal circumstances.
Insurance
Be ready. Insurance helps you transfer risk and prepare yourself for whatever life throws at you. Get custom coverage that fits your needs.
Business Insurance
Business owners wear many hats. You have unique planning needs and need the right tools to protect your growing business.
Financial Planning
Let’s build a plan. Our financial planners are friendly, smart and qualified to explore and explain an entire range of personal finance options.
About Laura
Laura Dear
Advanced Financial Planner
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. In 2014, she completed her Certified Life Underwriter (CLU) program, an advanced financial planning designation, achieving the top mark in Alberta. That same year, she formed Cordis Financial Inc.
With a focus on building lifelong client relationships, Cordis gives Laura the opportunity to lead a career that matches her values of service, financial protection and education.
Testimonial
“Laura helped me put a plan together that allowed me to ease into retirement and experiment a bit with how I liked to receive my retirement income. Within a period of time, it became clear what worked for me and Laura put the pieces in place to 'make it happen'. I have great trust in Laura's ethics and the way she regularly maintains my account and always discusses new information with me. Above all, Laura works for you and what's in your best interest.”
O. G.
Now enjoying retirement for almost 10 years