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Lauren Willows, Cfp Email & Phone Number
President and CFP
at
Wealthy Women Financial Planning
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Who is Lauren Willows, Cfp? Overview
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Quick answer
Lauren Willows, Cfp is listed as President and CFP at Wealthy Women Financial Planning, based in Canada. AeroLeads shows a matched LinkedIn profile for Lauren Willows, Cfp.
Lauren Willows, Cfp previously worked as Insurance Professional at Qfs and President & CFP at Wealthy Women Financial Planning. Lauren Willows, Cfp holds Business Administration from University Of New Brunswick.
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Email format at Wealthy Women Financial Planning
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Wealthy Women Financial Planning
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Profile bio
About Lauren Willows, Cfp
Lauren Willows, Cfp is a President and CFP at Wealthy Women Financial Planning. They is proficient in French.
Current workplace
Lauren Willows, Cfp's current company
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Wealthy Women Financial Planning
Website
AeroLeads page
13 roles · 26 years
Lauren Willows, Cfp work experience
A career timeline built from the work history available for this profile.
Insurance Professional
Mutual funds, exempt market products, alternative funds and ETFs are offered and regulated through Global Maxfin Investments Inc. Non-Mutual fund products and services are provided through "Wealthy Women Financial Planning Inc." Insurance products are offered through QFS Inc.
President & Cfp
Mutual funds, exempt market products, alternative funds and ETFs are offered and regulated through Global Maxfin Investments Inc. Non-Mutual fund products and services are provided through "Wealthy Women Financial Planning Inc." Insurance products are offered through QFS Inc.
Financial Advisor/Certified Financial Planner
Mutual funds, exempt market products, alternative funds and ETFs are offered and regulated through Global Maxfin Investments Inc. Non-Mutual fund products and services are provided through "Wealthy Women Financial Planning Inc." Insurance products are offered through QFS Inc.
Insurance Professional
Mutual funds, exempt market products, alternative funds and ETFs are offered and regulated through Global Maxfin Investments Inc. Non-Mutual fund products and services are provided through "Wealthy Women Financial Planning Inc." Insurance products are offered through Global Insurance Solutions Inc.
Sep 2021 - Sep 2023
Investment Specialist And Financial Planner
Aug 2019 - Jun 2020
Certified Financial Planner
Create personal financial plans for clients based on their needs, their wants, and their lifestyles. Assist people in understanding what their financial situation can do for them now, and how today will affect tomorrow based on their decisions.Educate individuals about the importance of insurance - life, critical illness, disability - not just for their protection, but also for the protection of the ones they love.Celebrate with clients when they reach important moments in their lives - first job after university, buying a house, getting married, having children, vacations, and eventually enjoying the retirement they've been dreaming about.
Mar 2014 - Jul 2019
Jul 2013 - Feb 2014
Personal Banking Representative
Opened accounts for new and current clientsCompleted loan and mortgage applications for new and current clients
Mar 2013 - Jul 2013
Consultant
Sep 2010 - Feb 2013
Administrative Assistant
Maritime Provinces Higher Education Commission
Jan 2009 - Jul 2010
Insurance Branch Officer
Feb 2006 - Aug 2007
File Clerk
2001 - 2002
~1 yr
2 education records
Lauren Willows, Cfp education
Business Administration
Office Information Technology
FAQ
Frequently asked questions about Lauren Willows, Cfp
Quick answers generated from the profile data available on this page.
What company does Lauren Willows, Cfp work for?
Lauren Willows, Cfp works for Wealthy Women Financial Planning.
What is Lauren Willows, Cfp's role at Wealthy Women Financial Planning?
Lauren Willows, Cfp is listed as President and CFP at Wealthy Women Financial Planning.
Where is Lauren Willows, Cfp based?
Lauren Willows, Cfp is based in Canada while working with Wealthy Women Financial Planning.
What companies has Lauren Willows, Cfp worked for?
Lauren Willows, Cfp has worked for Wealthy Women Financial Planning, Qfs, Global Maxfin Investments Inc, Global Insurance Solutions Inc., and Scotiabank.
How can I contact Lauren Willows, Cfp?
You can use AeroLeads to view verified contact signals for Lauren Willows, Cfp at Wealthy Women Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Lauren Willows, Cfp attend?
Lauren Willows, Cfp holds Business Administration from University Of New Brunswick.
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