Our Team

Vance has built a comprehensive wealth management practice and has been providing investment advice to clients for over 25 years. He is a member of BMO Nesbitt Burns' National Investment Advisory Council, providing his direct input to the leadership of the Firm. He has been a regular recipient of awards recognizing one of the top businesses at BMO Nesbitt Burns, awarded to Advisors for the highest quality client services and business management. His educational background includes a degree in Economics and Management from the University of Calgary. Vance has been a member of the Planned Giving Committee for Woods Homes and supports the Canadian Cancer Society, Inn from the Cold, and CNIB. Outside of work Vance enjoys pursuing his passion for travel, and staying fit and active with his family.

With over 25 years of experience in the Financial Services industry, Lori has comprehensive experience as a Senior Investment Associate and Financial Planner. She has earned the trust and confidence of our clients through a highly personalized and dynamic approach to wealth management. Lori is committed to ongoing professional development to hone her comprehensive expertise in wealth management and financial planning. Her credentials include the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Fellow of the Canadian Securities Institute (FCSI®) designations.

Lori is an alumni of the University of Lethbridge with a Bachelor of Management degree. Lori’s breadth of experience, expertise and credentials help ensure sound advice, expert execution, and peace of mind for our clients who require detailed solutions for their complex wealth management needs. Away from work, Lori enjoys hiking and spending time with family and friends and also regularly participates in local fundraising events across Calgary to support our community.

A seasoned and experienced professional, Patty brings over 25 years of experience in the financial services industry specializing in client relationships, administration and financial planning. She is well on her way to completing a new designation; Certified International Wealth Manager. Patty enjoys spending time with her family, and in her spare time she loves competing in triathlons, particularly Escape From Alcatraz, and has completed 5 out of the 6 World Major Marathons, leaving Tokyo to round out her goal of completing all 6.

The newest member of the Elder Team, Tracy was raised on a farm north of Edmonton, but Calgary has now been home for over 30 years. Tracy and her husband have been married for over 28 years with two adult daughters who are both pursuing careers in Healthcare. With a diverse background in the automotive, oil & gas, and real estate industry, Tracy is a valuable member of the Elder Team’s client service team.