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
Executive Assistant
April is a key support person for Vision Financial Partners.
She handles all administrative requirements from new business to servicing client policies.
April is the center of Laura’s organizational world, as Laura often tells her clients and partners.
Her ability to hold the fort together on the administrative perspective allows Laura to focus on her directives. Her contributions towards the organization and structure is the foundation to its many successes.
With her extensive experience in the administrative side of insurance, she is able to tailor her skills to the needs of individual clients.
April’s continued commitment to Vision Financial Partners has made her a pillar of this firm.
When not on her desk or stalking Laura, April can be found attending to Hennessey, her high-maintenance fur baby.
