Investment Advisor and Financial Planner
With over 25 years in the financial services industry, Lori offers a comprehensive wealth of experience as your Investment Advisor and Financial Planner. She continually earns the trust and confidence of her clients through a highly personalized and dynamic approach to wealth management.
Lori holds both the Certified Financial Planner (CFP) designation -- the gold standard for financial planning -- as well as the Chartered Financial Divorce Specialist (CFDS) designation. As an alumni of the University of Lethbridge with a Bachelors of Management degree, Lori’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who require detailed solutions for their complex wealth management needs.
Away from work, Lori enjoys hiking, spending time with family and friends and regularly participates in local fundraising events across Calgary to support our community.