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financial advice.

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Why Lougheed Financial Planning?

Everything we do is based on sound financial principles that have stood the test of time: principles about managing cash flow, your investments over various time frames, protecting those you care about and planning for your future.

We provide rock solid, professional, practical, and personal financial planning in partnership with our clients to help them reach their financial goals, resulting in financial peace of mind.

Our business exists to help clients organize their finances and make smart decisions regarding various aspects of their finances, based on sound principles. It has been our practice to establish long-standing professional and personal relationships with our clients, providing practical, objective and expert advice along the way. We are passionate and devoted to ensuring that a strategic personalized plan is developed and implemented to help you reach your goals and achieve financial peace of mind. 

PUTTING OUR CLIENT'S INTERESTS FIRST

We are proud to commit to the following five principles

We will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.

We will always put our clients' best interests first.

We will fully disclose and fairly manage, in our clients' favor, any unavoidable conflicts.

We will avoid conflicts of interest.

We will not mislead clients, and we will provide conspicuous, full and fair disclosure of all important facts.

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About Us

Corporate finance and risk management experience,
coupled with strong academic training.


 

Sounding Board, Educator, Coach

Count on Ruby to listen to your concerns and provide a sounding board for your ideas. Look to her for answers to your questions and for explanations about concepts and strategies. In addition, Ruby can help provide the discipline you will need to achieve your goals by keeping you focused.

Personal Attention

Your financial needs and goals are unique to your situation, and the advice and recommendations that you receive should be as well. Ruby will take the time to get to know you, your situation, your approach risk and your goals, so that the solutions she proposes are tailor-made to you.


Proactive Management

With a thorough understanding of your goals and objectives, Ruby can bring investment opportunities to your attention. She can keep you abreast of changes to the investment and tax environment that may affect your plans and recommend necessary adjustments. 

Want to see what client's say about us?

View our testimonials

Ruby Lougheed Yawney Photo

Ruby Lougheed Yawney

CPA, CA, Hons BBA, CFP, CIM, FCSI

Senior Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Manulife Securities Insurance Inc.


Ruby is a highly trained professional with over 25 years of experience in helping people make wise decisions about their finances. Ruby graduated from Wilfrid Laurier University in Waterloo with an Honours Bachelor of Business Administration degree, double major in finance and accounting, minor in economics.

Ruby has excellent experience in corporate finance and risk management coupled with a strong academic training. She continued to pursue training by obtaining her Chartered Accountant designation with a major global accounting firm in Toronto, where she specialized in auditing pension plans. After obtaining her CA designation she worked as a senior member of the management team of a lumber company and a large multi-corporation distribution, retail and manufacturing organization in Northern Ontario. After acting as a Controller for corporations, and taking personal financial planning courses for interest, she decided to pursue her passion for providing sound financial planning advice to individuals.

Ruby is currently a Senior Financial Advisor at Manulife Securities Incorporated in Sudbury and has completed her Certified Financial Planning, Certified Investment Manager, Fellow of the Canadian Securities Institute and Christian Financial Counsellor designations.

Ruby is very involved in giving back to her community and has served in many leadership roles in several professional and charitable organizations. Because Ruby believes that wealth can be created by owning a business, she works passionately as an Ambassador with Opportunity International (part of Make Poverty History) helping to give the poorest of the poor a hand up instead of a handout by helping them to start and grow their own businesses. 

LEARN MORE AT WWW.OPPORTUNITYINTERNATIONAL.CA

       

Services & Solutions

"We can't direct the wind but we can adjust our sails."

Working with a professional financial advisor:
Worth more than 1%?

Like many investors considering working with a financial advisor, you have probably asked: “What will I get for the fee I’m paying?” The simple answer: a professional dedicated to helping you stay focused on your financial plan to help achieve your financial goals.  

LEARN MORE about the significant value you'll receive from working with a professional financial advisor.  

Account Types

  • Investment and wealth management accounts:    
    • registered (RSP's, RIF's, TFSA‘s, RESP's, RDSP's, LIRA's, etc)
    • non-registered, corporate, trusts (formal and informal), not-for-profits and others.
  • Most accounts are self-directed  to accommodate most publicly traded investments available in the market place
  • Discretionary asset management accounts, fee based accounts, investment savings accounts (for both personal and business), investment loans, mortgage referrals and banking referrals.

Products

  • Most publicly traded investments are available
  • Fixed income products including:   
    • GIC's, Bonds, Managed and Pooled Products
  • Equity investments including:   
    • Stocks, ETF‘s, Managed and Pooled Products, New Issues, Flow-Through Limited Partnerships
  • Banking products are offered through referral arrangement

Manulife Securities Insurance Inc.

  • Life (term, whole life, universal, mortgage, etc.)
  • Critical Illness 
  • Disability (individual and business overhead)
  • Long-term Care 
  • Individual and Group Benefits
  • Travel 
  • Health Benefits 


Financial Tools


KFM’s Friday Financial - Feature Archives

View past episodes of Ruby Lougheed Yawney on air with the KFM Breakfast Club. 

  View KFM’s Friday Financial Feature Archives


Useful Links


1This calculator is for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that this calculator is reliable, accurate or complete or that it will be compatible with your computer.

Contact Us

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.