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Lori Kilburn
Bill Coxford
Nikki Zivin
Jamie Wilson

1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3

Lori Kilburn

Vice President, Portfolio Manager

Tel: (604) 535-4327

Fax (604) 535-4349


Lori brings an abundance of experience and academic expertise to her role as Portfolio Manager. With nearly twenty-five years of investment experience Lori is more than a Portfolio Manager, she's an advisor of wealth. She has the unique ability to bring her client's investment objectives into sharp focus and then develops a Comprehensive Wealth Plan. Retirement, tax, life insurance and estate planning are integrated to create, manage, and preserve wealth.

Lori's pursuit of excellence began at the University of Los Angeles (UCLA) where she earned a Bachelor of Arts. She went on to complete her MBA course work at Loyal Marymount University and a certificate in Bond Analysis & Portfolio Management from the University of Illinois at Urban-Campaign. In 1995 Lori was awarded a fellowship and the Certified Investment Management designation from the prestigious Canadian Securities Institute. She has completed the Professional Financial Planning course and holds the highly coveted title of Portfolio Manager.