Travel Medical
Coverage

Advantage Account
Daily interest
excellent rates.

LifeCheque
Critical Illness Insurance.

Long Term Care

 

financial advisor

Donna Ouimet
Business Manager
Email: Donna

Team members

Hello, my name is Donna Ouimet and as the newly appointed General Business Manager for this company I can assure you will always be greeted with a smile and friendly knowledgeable service from all the staff here at Lauzon Financial Advisors Inc. I came to Lauzon Financial after operating a Business Consulting Company. I have been in business for 12 years, owning and operating some very successful businesses in the Okanagan as well as in Winnipeg. I sold my last business and attended Okanagan University College taking the Business Administration course. Upon graduation I acquired a position as the Information Technology Coordinator at Western Star Trucks. My expertise is in Business Management with a background in Financial Planning and Canadian Securities. My accreditations include 2nd year CGA, BA, Office Administration diploma, and Computer Technology. Since moving to Kelowna in 1992 my interest have not only been that of business. I am an avid lover of the arts and you can probably see me at many functions around town. My goals here at Lauzon Financial Advisors Inc. are to assist the rest of the team to make Lauzon Financial a One-Stop Financial Shop for all your financial needs. I look forward to meeting all our clients and building not only a financial relationship with all of you but a trusting friendship.

For a free financial consultation or information on any subject of interest please phone, email or fill in the form on contact us page.

Lauzon Financial Advisors Inc
203-1470 St Paul St, Kelowna BC V1Y 2E6
Phone: 250-717-8444         Fax: 250-717-1661
Toll Free: 877-717-8444
E-mail:
paul@lauzonfinancial.com