Laurianne Osmak, CLU, CHS

<h2>Laurianne Osmak</h2>

Laurianne Osmak

Women’s Wealth Specialist

Featured In

About Laurianne

Laurianne is a financial advisor who is passionate about helping women gain greater control and responsibility over their financial life.

Most of Laurianne’s clients have spent years raising families and building careers. The stock market wasn’t a priority to them and as a result were often setting themselves up for a crisis. But when given the opportunity to learn and are comfortable expressing their financial concerns, women are totally capable of managing their money.

What’s interesting is that it doesn’t matter if they come to her because of retirement, loss of a loved one or a divorce, they typically come to her with the same 3 issues and concerns:

  • What do I do now?
  • Will I have enough money?
  • Will I be able to support my family and personal interests?

As a result of working with her, together you will:

  1. Create your Life Stage Plan, which will give you the confidence and clarity to begin your journey to becoming financially savvy.
  2. Build your Balanced Investment Strategy tailored to your unique life’s goals, balancing your desire for growth, safety and income.
  3. Join her “Savvy Women’s club” , a community of women and events that focus on the financial education and independence now so you are better prepared to handle life’s events with confidence and grace.

Insurance and insurance related products and services are provided by Simpli Insurance Group and are not the responsibility of Lawton Partners.

  • Over 25 Years Financial Services Experience

    Since 1988

  • Education

    • Chartered Life Underwriter Designation (CLU)
      • Financial Planning Fundamentals
      • Contemporary Practices in Financial Planning
      • Comprehensive Practices in Risk and Retirement Planning
      • Wealth Management and Estate Planning
      • Advanced Taxation
      • Law
      • Advanced Estate Planning
    • Certified Health Insurance Specialist (CHS)
      • Disability Income Insurance
      • Critical Illness, Long Term Care and Group Benefits
    • Masters of Women Advisory Program
  • Awards

    • Desjardins Insurance Connect Conference Achievement (2015)
    • Desjardins Insurance Connect Conference Achievement (2014)
    • Million Dollar Round Table (2004)
  • Financial Independence

    Helping Women Gain Financial Independence

Sign Up for Our Newsletter

I have been in the financial services industry for over 25 years starting out in the Credit Union system as a summer student. Over the years, I gained experience as a Mutual Fund Administrator, Financial Planner’s Assistant, Life Insurance Specialist, Independent Living Specialist and most recently Co-Owner of Simpli Agencies Ltd. I distribute/sell mutual funds through Lawton Partners Financial Planning Services Ltd. in the province of Saskatchewan.

I live at Wakaw Lake with my husband and two daughters. We have a wonderful community in which I am actively involved. I am Past President of Wakaw & District Board of Trade and remain an active member. I am Past Fundraising Chair for Wakaw Girls Club Volleyball, Past President with Advocis and Past Program Chair (NCSAS) and Past Secretary of Wakaw Minor Sports. I enjoy singing, skating, golfing and of course boating on our beautiful lake.

  • Financial Independence

    Helping Women Gain Financial Indepedence

  • Discovery

    We work with you to identify your financial goals.  Your goals are our goals, we help you achieve your lifestyle dreams and aspirations.

  • Plan

    We educate you on strategies that can help you:

    • Increasing Personal Wealth
    • Increasing Cash Flow
    • Protecting your wealth

    We put together a plan to help you achieve your goals.

  • Implementation

    Financial Planning can be complicated, we agree on the plan and begin implementing all aspects of the plan while keeping your financial goals in mind.

    • Wealth Accumulation
    • Wealth Protection
  • Review

    We regularly review plans with you to ensure the strategies we’ve implemented continue to meet the your changing needs and situation.

The Team

<h2>Jenn Andreen</h2>

Jenn Andreen

Financial Administrative Assistant

I have been in the insurance business for over 5 years earning experience with Cherry Insurance and Life Line Brokers and recently Simpli Agencies in April 2014.

I am very excited to be growing with the company from starting as a motor licence issuer to now being a financial administrative assistant.

My husband Tim and I, along with our 2 daughters Ashley & Taylor moved to Wakaw in August 2013. We are enjoying the community and the girls are fitting right in, I enjoy spending time outside, watching our oldest daughter play volleyball, spending time with family and friends! We look forward to many more years of making great friends here in Wakaw!