(780) 945-2881 info@cordisfinancial.ca

Cordis Financial

Principled Advice
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. 
Book An Appointment

Appointments 

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?
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.

IPSOS Reid. The Value of Advice.

Our Principles

Serve, Protect, Educate

Serve

We’re committed to providing personalized service while building relationships. We listen first, then use our expertise to find financial solutions unique to you with friendly, timely service.

Protect

Our goal is to make sure you understand the risks of action and inaction and help protect you from uninformed decisions. We also ensure your needs are met at claim time or life change.

Educate

Financial literacy is key to making informed decisions. We want you to understand which financial products benefit you, and to meet with you to explain the process. We also host seminars for employees and community groups, so everyone has the chance to learn and get answers to their questions. 

Services

What We Can Do For You

We believe in relationships, not transactions. Cordis Financial helps you explore financial planning options that make sense to 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

Laura Dear

Advanced Financial Planner

Born and raised in Edmonton, Laura is a graduate of the University of Alberta and has years of experience 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. 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

Book An Appointment

10563 172 St. Edmonton, AB, T5S 1P1 (780) 945-2881 info@cordisfinancial.ca