About — Vision Financial Partners Inc.

“Every advisor needs to know what they’re good at. I tell my clients that it’s crucial to bring in the right team when there’s a complex structure or intergenerational need. Laura is often a key player on our team.” -Doug Orr, Winnipeg

At Vision Financial Partners Inc., our clients are advisors and their VIP clients. They can all trust us to deliver on our three key commitments:

Honesty

Numbers don’t lie. In most cases, business owners and high net worth clients stand to benefit from life insurance solutions. But we’ll be the first to tell you what works – and what doesn’t.

Confidentiality

We’ve built our business working across Canada with a wide array of clients, some who are in the public eye. We respect all clients confidentiality with utmost integrity.

Professional Expertise

Our focus is on problem solving, not prospecting. We invest all of our time in understanding the insurance landscape in Canada and always analyze the products and solutions available from multiple insurance providers.

Laura Klaehn

CFP, CLU, CDFA, CHS, TEP

Laura has been in the financial planning industry for over 30 years. Recognizing a gap in the market, she established Vision Financial Partners in 2003. Her vision was to create a boutique firm that specializes in the development and implementation of advanced strategic solutions, a niche that her extensive experience has uniquely equipped her to fill.

Laura’s professional mission is underpinned by a commitment to fostering collaborative partnerships, allowing her to concentrate her efforts on resolving challenges rather than on prospecting. Her distinctive approach and proven expertise have positioned her as one of the most sought-after consultants by top-tier financial advisors across Canada.

Her enterprise is founded upon the principle of integrity. Her fundamental conviction is that transparency and factual accuracy, especially in terms of numerical data, is the ultimate tool her clients need for making well-informed decisions.

Laura is deeply engaged within her respective industry:

Board Member of the Conference for Advanced Life Underwriting (CALU)
Board Member of the MGA, Barrington Wealth Partners
Top of the Table Member of Million Dollar Round Table (MDRT)
Past Board Member of Advocis Toronto Chapter, currently involved in the mentorship program

When not running the numbers or consulting with clients, Laura jokes that she is a professional meme forwarder to friends and family. She also enjoys swimming and getting up to the cottage.

April Yu

Operations Manager

April joined Vision Financial Partners in 2017 and has been a vital part of keeping the firm running smoothly behind the scenes. As the Operations Manager, she oversees all aspects of the business with precision and expertise - managing new client onboarding, policy maintenance, compliance, and licensing, while ensuring seamless collaboration with partner advisory firms. Her ability to anticipate needs and streamline processes ensures that every client interaction is efficient, professional, and exceptional.

Known as the backbone of Laura’s organizational world, April’s operational insight allows Laura to focus on strategic initiatives. Her contributions to the firm’s structure, systems, and client experience have been instrumental to Vision Financial Partners’ ongoing success.

With extensive experience in the insurance sector, April brings adaptability, insight, and dedication to every challenge. Her thoughtful approach and reliability have made her a valued member of the firm and a trusted partner to both colleagues and clients.

Outside the office, April loves to travel and adventuring with her two furry sidekicks, Hennessey and Cinnamon.