Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Laura Jablonsky


Wealth Planning Associate

Laura Jablonsky

Laura recently joined our Kelowna office as a Wealth Planning Associate. She comes from a highly regarded investment firm and had the opportunity to work with both discretionary and non-discretionary teams in Toronto.

Laura’s passion for finance came gradually after she graduated from Western University in London, Ontario. She is passionate about helping youth understand the importance of financial literacy to set them up for a bright future.

In her free time, Laura enjoys scuba diving in warm ocean waters, travelling the world, and navigating through

Question & Answers

  • Retirement dreams?

    To feel accomplished in my life and to have stories to share with my children/grandchildren that motivate their own successful futures.

  • Favourite movie?

    Any 007 movie with Daniel Craig.

  • Favourite sport to play?

    Soccer and/or volleyball.

  • What is your favorite website to waste time on?