Celebrating 29 years of Investment Industry Experience in the South Okanagan


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.