Our Team

Our practice offers a comprehensive Wealth Management approach, specializing in understanding the unique needs of prominent families for over 30 years. My team and I strive to alleviate the stress and complexity of planning, enabling our clients to prioritize what truly matters to them – whether it’s family, philanthropy, volunteerism, or travel. We have a deep understanding of the complex needs of entrepreneurs, C-suite executives, and their families.

Our practice is honored to serve many of Calgary’s top entrepreneurs, C-suite, and retired C-suite executive families, with relationships that often span nearly my entire 30-year career.

As a self-professed market enthusiast, I am deeply engaged in research and recommendations for our clientele. Regular discussions with our client families provide valuable feedback and insights into current economic and market conditions.

I am currently the Vice Chair of BMO Wealth's national Investment Advisor Council. As Vice Chair, I offer direct input to the leadership of BMO Wealth on a regular basis.

I’m proud to have consistently received awards recognizing our practice as one of the top performers at BMO Nesbitt Burns, awarded to advisors for delivering the highest quality client service and business management. Volunteering on various private boards and committees, I am passionate about giving back to the community that has supported my business and clients throughout my career.

Outside of work, you’ll find me indulging my passion for travel and staying active with my family.

With over 25 years of experience in the Financial Services industry, Lori brings extensive expertise as a Senior Investment Associate and Financial Planner. She has cultivated trust and confidence among our clients through her highly personalized and dynamic approach to wealth management. Committed to ongoing professional development, Lori continually refines her expertise in wealth management and financial planning.

Lori holds prestigious credentials including the Chartered Investment Manager (CIM®), Certified Financial Planner (CFP®), and Fellow of the Canadian Securities Institute (FCSI®) designations. A graduate of the University of Lethbridge with a Bachelor of Management degree, Lori's depth of experience, expertise, and credentials ensure sound advice, expert execution, and peace of mind for clients with intricate wealth management needs.

Beyond her professional pursuits, Lori finds joy in hiking and spending quality time with family and friends. She actively participates in local fundraising events across Calgary, demonstrating her commitment to supporting the 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.

Tracy joined The Elder Team in 2022. With a diverse background spanning the automotive, oil & gas, and real estate industries, Tracy is a valuable member of our client service team. Tracy regularly volunteers at Inn From the Cold's dinner service and participates in various company events. During her free time, she cherishes time with family, enjoys camping, and loves discovering new roads and destinations.

Taylor is a results-driven financial professional who joined our team after relocating to Calgary to be closer to family.

After earning a Bachelor of Commerce from the University of Alberta, Taylor began his career at BMO Nesbitt Burns in Vancouver, where he gained valuable career experience. Licensed to trade options, Taylor developed advanced trading strategies to generate tax-efficient income and diversification for affluent clients’ concentrated positions. He has also obtained the Chartered Investment Manager (CIM®) designation. Taylor connects with client families to offer valuable wealth planning advice, and advanced financial planning and tax strategies.

Born and raised in Vancouver, Taylor had the opportunity to travel across Canada for both his academic and athletic pursuits. While playing Junior Hockey in communities across Northern BC, Alberta, Saskatchewan, and Ontario, he participated in charitable initiatives that aligned with his values - mentoring youth; partnership with Canadian Tire to donate sports equipment, water, and food; created and led kids’ camps; and helped enhance reading skills at schools and clinics.

As an athlete, Taylor was always taught to make a difference both in competition and in life. Building strong connections in communities through sport has made a positive impact on his personal growth, and he is grateful to continue his career with The Elder Team who share his passion for giving back.

Outside of the office, Taylor has shifted his focus to non-contact sports. You can find him on the golf course, playing tennis, or horseback riding in the Foothills.