Lauren Herman BA Hons, CIM

VP, Wealth Strategy and Planning

Lauren brings over a decade of experience in private wealth, with a Chartered Investment Manager (CIM®) designation and a knack for turning complex planning into clear, actionable advice. She’s worked with professionals, business owners, and families across Canada — and now she’s bringing that expertise to our team and to you.

 She’s originally from Scotland (yes, the accent is legit) and now lives in Lumsden with her husband and two kids. Lauren’s already making an incredible impact with clients — and we think you’re going to love working with her.

Before joining us, Lauren spent nearly nine years at one of Canada’s top wealth firms, leading high-net-worth planning strategies. She brings a great mix of technical expertise and down-to-earth advice that really resonates with clients.

Email: Lauren@bradywealth.ca