Meet Our Team
Lori Livingstone CFA
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Lori Livingstone has worked over 30 years in the investment industry starting her career on the equity trading desk of a Canadian brokerage firm. Armed with her CFA designation at the age of 26, Lori was one of the youngest and one of very few women with this designation at that time. Click here to find what it means to hire a CFA.
Lori went on to become an Analyst and Portfolio Manager with a large insurance company with responsibility for managing large institutional pools of money including a $1billion Canadian growth portfolio. She gained valuable experience in the US, working on Wall Street with large pension and fund managers across the country. She returned to Canada in 1998 to manage Canadian and US portfolios through the dotcom boom/bust period.
In 2003, Lori narrowed her career focus to wealth management for individuals and families. Her team's philosophy is to minimize the number of client households to maximize the client experience. While she doesn't solely focus on women, she has a passion for helping women achieve financial success.
Lori graduated in 1984 with a BA Economics from the University of Western Ontario.
She is a long-time member of the CFA Society of Toronto and a board member of GetLit - a charity that raises money to provide new books for children in need.
Lindsay Tortorici BSc (Hons)
Lindsay joined BMO Nesbitt Burns in April of 2017 as a sales assistant. She graduated from the University of Toronto with an Honours Bachelor Degree of Science. Lindsay is responsible for overall administrative duties and handles all client documentation to ensure regulatory requirements are met. Lindsay strives to provide exceptional service to our valued clients.
Karen Sparks MBA, CFP® ,TEP
Senior Wealth Management Consultant
Karen works directly with high net worth clients helping them identify and address their needs and goals. Karen brings together the knowledge and experience of BMO Nesbitt Burns' in-house tax and estate professionals and works with clients to develop sound wealth management plans. She provides support and direction for clients about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Karen has over 20 years of experience in the financial services industry. Prior to joining BMO Nesbitt Burns in 2011 she worked at an investment counsel firm where she provided HNW clients with wealth planning and investment counseling advice.
Karen is a CERTIFIED FINANCIAL PLANNER ® Professional and Tax and Estate Practitioner (TEP) . She holds an MBA from the Rotman School of Management, University of Toronto, and a BA (Hons) from York University.