Laura Fitzsimons

Laura Fitzsimons Email and Phone Number

Wealth Retention Strategist @ Lifecycle Wealth
Toronto, ON, CA
Laura Fitzsimons's Location
Toronto, Ontario, Canada, Canada
Laura Fitzsimons's Contact Details

Laura Fitzsimons work email

Laura Fitzsimons personal email

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About Laura Fitzsimons

Laura Fitzsimons is a Wealth Retention Strategist at Lifecycle Wealth. She possess expertise in investments, retirement planning, financial planning, wealth, mutual funds and 21 more skills.

Laura Fitzsimons's Current Company Details
Lifecycle Wealth

Lifecycle Wealth

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Wealth Retention Strategist
Toronto, ON, CA
Employees:
4
Laura Fitzsimons Work Experience Details
  • Lifecycle Wealth
    Wealth Retention Strategist
    Lifecycle Wealth
    Toronto, On, Ca
  • First Tranquility Agriculture Corp.
    Associate
    First Tranquility Agriculture Corp. Nov 2023 - Present
    Toronto, Ontario, Canada
    With over a decade of intensive work in agricultural science, Tranquility has perfected the Nopal Cactus varietal. Through a meticulous hybridization process, genetic selection from over 20 Nopal Cactus species, and extensive field testing, Tranquility has achieved the optimal crop for both rapid growth and effective carbon sequestration.
  • Lifecycle Wealth
    Wealth Retention Strategist
    Lifecycle Wealth Jan 1994 - Present
    102E- 500 Queens Quay W, Toronto, Ontario
    We are a tight knit-team of professionals with over 80 years of combined experience. Together, we provide business owners and high-net-worth Canadians with the best-in-class solutions they need to grow their business and build their wealth. Our difference is simple. We integrate wealth management, risk management, and personal finance planning to help you be as tax smart as possible over your lifetime.
  • Mandeville Private Client Inc.
    Senior Investment Advisor
    Mandeville Private Client Inc. Mar 2014 - May 2017
    Toronto, Canada Area
    Mandeville seeks to align client portfolios to resemble those of the wealthiest people in the world who have an equal asset allocation between public and private investments. Mandeville gives us access to a wider variety of mutual funds and an array of exempt market products. As representatives of Mandeville, we have access to exclusive private and alternative funds managed by Portland Investment Counsel, headquartered in Burlington, Ontario. Both, Mandeville Group of Companies and Portland Investment Counsel are led by Michael Lee-Chin. *Mandeville Private Client Inc. is a member of the Canadian Investor Protection Fund and IIROC.
  • Wise Insurance Group
    Insurance Advisor
    Wise Insurance Group Aug 1989 - Aug 1993
    London, Ontario
    I obtained my Life Underwriters Association Certificate and helped my clients receive the best rate for their group, life and disability insurance. I also serviced and worked closely with the London Construction Association offering an exclusive Insurance program to their members.
  • Mutual Of Omaha
    Insurance Advisor
    Mutual Of Omaha Jan 1987 - Jul 1989
    London, Ontario
    At Mutual of Omaha, I serviced their client base by offering Life and Disability Insurance to individuals all around London.
  • Combined Insurance Services, Inc.
    Sales Manager
    Combined Insurance Services, Inc. Jan 1984 - Dec 1986
    London, Ontario
    Worked with a team of Sales Representatives selling Accident and Sickness Insurance to business owners within the areas of London to Windsor, Ontario. I was the top female producer with the company and gained the knowledge and sales experience to pursue entrepreneurship.

Laura Fitzsimons Skills

Investments Retirement Planning Financial Planning Wealth Mutual Funds Disability Insurance Small Business Wealth Management Retirement Finance Estate Planning Financial Planners Strategic Financial Planning Fixed Annuities Life Insurance Critical Illness Entrepreneurship Long Term Care Health Insurance Financial Advisory Social Networking Term Life Insurance Personal Financial Planning Powerpoint Universal Life Networking

Laura Fitzsimons Education Details

  • Life Insurance License
    Life Insurance License
  • Combined Insurance
    Combined Insurance
    Management Sales Training

Frequently Asked Questions about Laura Fitzsimons

What company does Laura Fitzsimons work for?

Laura Fitzsimons works for Lifecycle Wealth

What is Laura Fitzsimons's role at the current company?

Laura Fitzsimons's current role is Wealth Retention Strategist.

What is Laura Fitzsimons's email address?

Laura Fitzsimons's email address is la****@****ink.com

What schools did Laura Fitzsimons attend?

Laura Fitzsimons attended Life Insurance License, Combined Insurance.

What are some of Laura Fitzsimons's interests?

Laura Fitzsimons has interest in New Technology, Children, Economic Empowerment, Travelling, Traveling, Environment, Education, Continual Learning, Restaurants, Shopping.

What skills is Laura Fitzsimons known for?

Laura Fitzsimons has skills like Investments, Retirement Planning, Financial Planning, Wealth, Mutual Funds, Disability Insurance, Small Business, Wealth Management, Retirement, Finance, Estate Planning, Financial Planners.

Who are Laura Fitzsimons's colleagues?

Laura Fitzsimons's colleagues are Kaylin Fitzsimons.

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