Lacey Brown, CFP®

Certified Financial Planner
Investment Representative

I am a Certified Financial Planner and have been working in the financial industry for the past 10 years after receiving a Bachelor of Commerce degree with a focus in finance and statistics. I’ve seen firsthand that there seems to be a misconception that financial planning is only for retirees or those who are wealthy.

It is my mission to increase financial education to empower Canadians to make informed financial decisions regardless of age or income. I take the time to understand your situation and what is important to you. Your financial plan needs to evolve as life throws you curve balls and I can help you navigate those challenges.

In this digital age, I'm pleased to offer virtual meetings and electronically signed documents. Not only is this convenient for my clients, but it allows me to reach many more families across the province.

I grew up in the Quinte area and now live in Deep River with my husband Scott and our two young girls. Most of my spare time goes to playing outside with the kids and enjoying food and wine with family and friends.

Follow me on Instagram where I post quick financial tips. 

I look forward to working with you!

Ask an advisor: Why work with an advisor? – Canada Life

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 

View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.”

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