With a passion for transforming people's relationships with their money, Lori delivers Wealth Management Advice and knowledge across the South Okanagan Valley and throughout Western Canada. Her award-winning personalized approach helps investors find balance in their everyday lives, and with the backing of BMO Private Wealth brings her clients access to a network of expert advisors.
Ideal Clients:
Retirees and snowbirds who flock to the area for its warm weather and active lifestyle
Multigenerational orchardists and ranchers
Entrepreneurs and professionals who are ready to divest
Moving back to Canada after many years abroad
Clients and their families with investable assets over 1,000,000
Areas of Expertise:
Building investment portfolios designed to create a steady stream of income in all market conditions
Helping business owners/entrepreneurs to divest on their own terms and plan for a long and meaningful retirement
Pension plan transfers for security and control of hard earned retirement savings
Creating plans and strategies for multigenerational wealth transfer
Insurance for corporations & holding companies , designed to create tax sheltering and estate preservation
Community Leadership:
Lori's community commitment has had a deep and influential impact. Forging paths to make a genuine difference throughout the local and surrounding communities , Lori has held leadership roles to support numerous community initiatives and social advocacy causes.
