Lougheed Financial Planning
We provide rock solid, professional, practical, and personal financial planning in partnership with our clients to help them reach their financial goals, resulting in financial peace of mind. Our business exists to help clients organize their finances and make smart decisions regarding various aspects of their finances, based on sound principles. It has been our practice to establish long-standing professional and personal relationships with our clients, providing practical, objective and expert advice along the way. We are passionate and devoted to ensuring that a strategic personalized plan is developed and implemented to help you reach your goals and achieve financial peace of mind.
Why Lougheed Financial Planning? We provide rock solid, professional, practical, and personal financial planning in partnership with our clients to help them reach their financial goals, resulting in financial peace of mind. Our business exists to help clients organize their finances and make smart decisions regarding various aspects of their finances, based on sound principles. It has been our practice to establish long-standing professional and personal relationships with our clients, providing practical, objective and expert advice along the way. We are passionate and devoted to ensuring that a strategic personalized plan is developed and implemented to help you reach your goals and achieve financial peace of mind. Everything we do is based on sound financial principles that have stood the test of time: principles about managing cash flow, your investments over various time frames, protecting those you care about and planning for your future. Ruby Lougheed Yawney CPA, CA, Hons BBA, CFP, CIM, FCSI Senior Financial Advisor, Manulife Securities Incorporated Life Insurance Advisor, Manulife Securities Insurance Inc. Ruby is a highly trained professional with over 25 years of experience in helping people make wise decisions about their finances. Ruby graduated from Wilfrid Laurier University in Waterloo with an Honours Bachelor of Business Administration degree, double major in finance and accounting, minor in economics. Ruby has excellent experience in corporate finance and risk management coupled with a strong academic training. She continued to pursue training by obtaining her Chartered Accountant designation with a major global accounting firm in Toronto, where she specialized in auditing pension plans. After obtaining her CA designation she worked as a senior member of the management team of a lumber company and a large multi-corporation distribution, retail and manufacturing organization in Northern Ontario. After acting as a Controller for corporations, and taking personal financial planning courses for interest, she decided to pursue her passion for providing sound financial planning advice to individuals. Ruby is currently a Senior Financial Advisor at Manulife Securities Incorporated in Sudbury and has completed her Certified Financial Planning, Certified Investment Manager, Fellow of the Canadian Securities Institute and Christian Financial Counsellor designations. Ruby is very involved in giving back to her community and has served in many leadership roles in several professional and charitable organizations. Because Ruby believes that wealth can be created by owning a business, she works passionately as an Ambassador with Opportunity International (part of Make Poverty History) helping to give the poorest of the poor a hand up instead of a handout by helping them to start and grow their own businesses.
Address: 245-469 Bouchard Street Sudbury, ON, CA P3E 2K8 Canada
Phone: +1 705 674 8781
FAX: +1 705 674 9120
