Laura Klaehn

Laura has been in the financial planning industry for 26 years and founded Vision Financial Partners over 15 years ago when she saw the need for a boutique firm that specializes in advanced strategy work. Her mission has always been to work in partnership so she can...

Christopher Britton

With over 20 years of industry experience, Christopher brings a wealth of tax planning experience. Directly prior to joining IDC WIN, he held the position of National Estate and Tax Planning Consultant with Canada Life, with a specialization in the owner-manager, high...

Don Smith

Don graduated from the University of Calgary with a Bachelor of Commerce degree. In 1979 he founded DSI Estate Planning Inc., a boutique firm that works with high net worth individuals and family-owned enterprises to help them preserve capital and mitigate the impact...

Gaurav Shukla

Growing up playing competitive sports, Gaurav learned the importance of teamwork and dedication where he played collegiate soccer at Douglas College. A graduate of Simon Fraser University, he started his career at Canada’s largest Risk Mitigation firm...

Ryan Connoly

Ryan provides financial planning for affluent clients and their families, working with many business owners and retired or retiring clients. He provides his tax-effective solutions and expertise, tailoring customized personal financial plans to meet the life goals of...