Laird Financial Services

Aleita entered the Life Insurance Industry in 1991 with The Mutual Group. In 2002, Aleita became an Independent Insurance Broker allowing her to represent all of the major Life Insurance Companies in Canada. Aleita obtained her Registered Health underwriter (RHU) designation in 2006. It indicates a high level of expertise and professionalism in Group Employee Benefits, Disability Insurance, Critical Illness Insurance, Individual Health & Dental Plans, Personal & Corporate Health Trusts and Long Term Care Insurance. Absolutely committed to continuing education, Aleita recently attained the status of ‘Elder Planning Counsellor’ (EPC) as the result of a comprehensive course of study specializing in all aspects of life planning for our ever increasing elder population. The broad curriculum covers the progression and effects of aging, the inevitable health challenges and the resulting financial ones. If you are approaching this phase of your life (or if you are/will be responsible for the care of an elder relative) and would like to consult with Aleita to make provision, financially, practically and legally for your future, Aleita can help you plan ahead to meet these unavoidable challenges. Aleita is also well versed in the retirement planning field and is available to provide you with retirement and estate planning advice. She offers the following investment vehicles to build your investment portfolio. Registered: RRSP’s, RRIF’s, Pensions and Segregated Mutual Funds. Non-Registered: GIC’s, Term Deposits, Savings, Annuities and Segregated Mutual Funds.

Aleita brings extensive experience in both the health care field and small business development to her current role as a Financial Security Advisor. With her background as a Licensed Practical Nurse and 14 years as a Certified Dental Assistant, Aleita has a deep understanding of health care challenges and the financial consequences thereof. Since Aleita has also owned and operated several small businesses over a twenty-five year period, she is experienced in the challenges facing business owners.

By establishing a sound financial plan you can be financially prepared for life’s unexpected events as well as the expected ones. With a comprehensive investment portfolio you can plan ahead for children, education, property purchase and retirement. With adequate insurance coverage as an addition to your financial plan, you can protect your hard earned investments (including your home) by providing additional funds in the case of critical illness, disability and premature death. Insurance protection will provide you with the money you need to deal with life’s serious challenges without the need to liquidate your investment assets.

Anyone with a sincere commitment to sound financial planning practices may benefit from Aleita’s expertise. Whether you are planning to protect your family or your business; whether you are looking for individual insurance/financial solutions or solutions for your business/employees on a group basis, Aleita can help you protect your income, provide money in cases of death/serious illness/inability to work and establish an investment portfolio for retirement, children, education, property purchase and all of life’s important events. With compassion understanding and in depth knowledge, Aleita can design the perfect insurance &/or investment package to suit your unique requirements.