Bio

About Carol Laidlaw

 

Carol is a Financial Planner and Investment professional. At Laidlaw Financial her practice focuses on assisting clients during the financial transitions of retirement, separation or estate situations. Laidlaw Financial does that by providing clients with our Financial Transitions Programtm tm, which provides access to the appropriate family, financial and legal experts in a methodical, cost effective and peaceful way.

Professional Qualifications

Financial Divorce Specialist (FDS) 2010
Joined Collaborative Family Law Ottawa 2008
Canadian Securities Course 2004
Passed Certified Financial Planning (CFP) Exam 2004
Advocis Financial Planning Fundamentals 2004
IFSE Canadian Investment Funds Course 2003
Certified Management Accountant CMA 1985
Bachelor of Commerce, Honours 1981

Career History

Founder Laidlaw Financial 2004
Director of Finance, CrossKeys Europe 2000
Director of Finance, Bridgewater Systems 1997
Controller, Gandalf Data Limited 1988