Layne Loshny

Layne Loshny

BSc, RRC 

Consultant

Investors Group Financial Services Inc.

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Investors Group

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About —

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Our team specializes in working with retirees, professionals and self-employed business owners, helping them make financial decisions with confidence, supported by expert advice. We help Canadians protect and grow their wealth, reduce taxes, and use innovative solutions to help them accomplish their goals.

Our process begins by asking the right questions to form a detailed understanding of your goals and aspirations. From there, we work with your existing advisors (accountants, etc.) to put together an overview of your current financial situation. My team then spends 10-50+ hours working with regional specialists in wealth management, mortgage & banking, and insurance & estate planning in order to develop recommendations tailored to you. For complex cases, we also leverage Investors Group’s in-house Advanced Financial Planning team who have over 400 years of combined experience and expertise in highly sophisticated issues. Our recommendations are then presented to you along with transparent costing and servicing expectations.

Our strengths include:
Expertise - We can tackle any financial challenge with confidence.
Trust - We care about our clients and always put their needs first.
Personalization - We take a customized, holistic approach to finances.

If you are looking to establish a relationship with a trusted team who puts you first, aims to exceed your expectations, and provides industry-leading expertise, contact me for a free appointment to see how we can help you.

Team —

2017 Year in Review

2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year

Associations and Community —

Community

Volunteer - Extreme Makeover, Alexandra Neighbourhood House
2013 - 2013
Title Sponsor - Mingle of the Jingles, North Shore ConneXions Society
2013 - 2013
Event Planner/Host - Pulse Victims Fund, Equality Florida Institute, Inc.
2016 - 2016
Fundraiser/Participant - RUSH, BC Lung Association
2015 - Present
Fundraiser/Volunteer - Walk for Alzheimer's, Alzheimer Society of BC
2016 - Present

general inquiries —

Suite 900 - 5945 Kathleen Avenue
Burnaby, BC V5H 4J7

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Investors Group

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