As an experienced Wealth Planner at Optimize, Louise Sabourin has always had a passion for helping people — and this role lets her do exactly that.
She built her wealth management skills by acquiring her Certified Financial Planner (CFP®) designation, Registered Retirement Consultant Certification, insurance licence, and other continuing education requirements. These all enable her to support small business owners, individuals, and their families in achieving their financial goals.
Whether it’s working toward next year’s vacation, buying a first home, or saving for education or retirement, she supports clients at all stages. Louise takes great pride in her business, where she has the honour to create personalized, comprehensive, and customized financial plans for each unique client.
Investment Management Services are only provided by licensed Portfolio Managers and Associate Portfolio Managers and not provided by Wealth Planners.