Lauren Chaulk B.Comm, CFP, RRC
Lauren Chaulk is a CERTIFIED FINANCIAL PLANNER® (CFP) professional who believes in partnering with clients and their families to build long lasting relationships and a lifetime of financial success. Lauren studied at Dalhousie University where she graduated with a Bachelor of Commerce degree, majoring in Finance. She currently holds her CFP and Registered Retirement Consultant (RRC) designations. Lauren has a unique ability to take clients' complex financial situations and weave them into easily understandable solutions.
Lauren lives in Halifax, Nova Scotia with her husband Lee and their young family. She enjoys sailing, yoga, camping and hiking but most of all spending quality time with her friends and family.
"As a professional, it is very rewarding working with clients to help them achieve their goals and celebrate life's milestones. It is an honor knowing that clients trust and rely on us to provide them with expert advice and most of all it is an absolute pleasure building a long-lasting relationship with each and every one."
Ross Elliott CFP, RRC
Ross Elliott is a CERTIFIED FINANCIAL PLANNER® (CFP) professional & Registered Retirement Consultant (RRC) helping professionals, retirees and small business owners achieve their financial goals and dreams since 1990.
Born and raised in Newfoundland, Ross lives in Hammonds Plains, NS. He serves as a volunteer in a variety of community and professional activities.
"Relationships for life! Clients deserve the value of a personal lasting relationship. We commit our time and energy every day to a personalized approach to help clients prosper now and over time. Seeing them achieve their financial goals is so rewarding."
Kenzie Conrad PFP
Kenzie Conrad has over 20 years of experience in the financial industry, with the last 10 focused on providing Financial Plans to individuals, professionals and their families. She has her Personal Financial Planner (PFP®) designation and is passionate about building long term, trusting relationships to help others achieve financial well-being.
Kenzie leads an active lifestyle; she is an avid runner and enjoys spending time at the beach or cottage with her family. She has been involved with a wide variety of charitable and community organizations in the past, and brings her enthusiasm to the IG Private Wealth Management team.