Associate Investment Advisor | Financial Planner
With more than 10 years in the financial industry, Larissa understands the importance of forming meaningful relationships and the impact that has on her ability to help clients achieve their personal and financial goals. A planner by nature, Larissa’s approach is that no detail goes overlooked – this helps her gain a strong understanding of each client’s unique situation, where they want to go, and what strategies to implement to get them there.
Larissa started in financial services as a teller at a credit union, while completing her Bachelor of Business Administration degree. She then transitioned into wealth management which has given her experience working with a multitude of clients and their families in the areas of investment management, retirement planning, insurance, tax and estate planning. Larissa’s credentials include being fully licensed as a Registered Representative and a Certified Financial Planner® since 2016.
Larissa was born and raised in Port Coquitlam, BC and spent most of her life in the Greater Vancouver area before moving to Victoria in 2016. She can found at the gym most mornings before the sun comes up, and hopes to improve her golf game in the years to come. She also enjoys learning about wine, and has completed the WSET (Wine & Spirit Education Trust) Level 1 Award in Wine.