Financial Planning in Edmonton

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. 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.

Laura chose the financial industry because it gives her the opportunity to help others, live her values, and focus on service, protection and education.

A life-long Albertan who calls Edmonton home, Tricia is a natural-born budgeter who began working with Laura Dear at Cordis Financial in 2019. She helps clients identify their spending priorities and build realistic, goal-oriented budgets that take into account real-life expenses.

A University of Alberta graduate with a Bachelor of Art, Tricia became a budgeting guru through her work, successfully helping her network plan their financial futures.

Whether you want to buy a house, get out of debt, or build your nest egg, Tricia can help you take control of your finances, so they don’t control you.