Our Team

Our practice encompasses a comprehensive Wealth Management approach. For 30 years, we have specialized in understanding our prominent families and their complex needs. My Team and I take away the stress and complexity of planning and allow our families to prioritize what truly matters to them – family, philanthropy, volunteerism, or travel.

 

We understand the complex needs of our entrepreneurs and C suite executives and their families, and our practice is fortunate to include many of Calgary’s top entrepreneurs, C suite and retired C suite executive families. Many of these relationships span almost the entire 30 years of my career.

 

A professed market nerd – I enjoy digging deep into the research and recommendations made to our clientele and having in depth regular discussions with our client families providing valuable feedback and data points for a better understanding of current economic and market conditions.

 

As a member of BMO Nesbitt Burns’ National Investment Advisory Council, my direct input is sought and provided regularly to the leadership of BMO Wealth, and I have been a consistent recipient of awards recognizing one of the top practices at BMO Nesbitt Burns, awarded to Advisors for the highest quality client service and business management.

 

As a volunteer member of various private Boards and committees, I have been and am passionate about giving back to the community that has provided incredible support to my business and clients over my career.

 

Outside of work you’ll find me pursuing my passion for travel, and staying fit and 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.