Laura Southall
CFP®, CLU®

Senior Wealth Advisor
The Southall Group Assante Financial Management Ltd.

Direct Phone: 613-877-3992

Headshot of Laura Southall, Senior Wealth Advisor based in Kingston, Ontario.
About Laura

Laura Southall is a passionate financial advisor who offers complete financial planning for individuals and families. She analyzes each client’s unique financial situation in order to give them a personalized plan for their future. She has a passion for helping her clients reach their goals and success on their terms.

As a child, Laura ran multiple small businesses and spent her free time at the library reading books about money and real-estate.  At the age of 15, she started saving for a down payment on a rental property and at 23 she bought her first house and rented out the basement to cover the mortgage.  Over the next 20+ years, she has bought and sold many rental properties, and developed a passion for investing and financial education.
 
Laura regularly gives seminars for many community organizations, such as the Kingston Frontenac Public Library, Queen’s University, and the Limestone District School Board, in an effort to improve her community’s financial literacy. She has also authored two books, Rental Properties for Canadian Women (2020) and Financial Empowerment for Canadian Women (2022), which were designed to inspire Canadian women on their journey to financial security.
 
Laura’s primary focus however, is with the families she serves. She believes that the better she understands her clients’ wants and needs, the better she can help to formulate a plan to reach those goals.  Whether you are planning for your child’s education, preparing for retirement, or concerned about transitioning your wealth to the next generation, Laura and her team will bring you peace of mind while helping you achieve your goals.
 
A graduate of Queen’s University and a holder of the Certified Financial Planning (CFP) and Chartered Life Underwriter (CLU) designations, Laura is always looking for opportunities for further education.
 
On a personal level, Laura has three teenage children, volunteers for Girls Inc., and enjoys traveling and triathlons.

Let's explore your goals and together we will make a plan to help your reach them.