She has over 19 years’ experience as a financial advisor/portfolio manager and studied financial management at BC, continuing her studies in financial planning and wealth management, to earn her Chartered Investment Manager (CIM®) and Portfolio Manager designations.
As a well-known financial expert, Lori has one of the top weekly radio shows on CKNW 980AM radio, “Making Cents of the Markets”, where she discusses market conditions and financial industry news. She has been a financial columnist for the North Shore News since 2001 and has appeared regularly on Global News.
Lori has been recognized with many awards for building one of the most successful investment practices in Canada and also for her dedication to the Vancouver community through various charity and educational endeavours. These include:
• Investment Industry Association of Canada (IIAC) Top Under 40
• Business in Vancouver’s Top 40 under 40
• Enterprising Women of the Year Award Winner
• Raymond James Global Top 50
• Raymond James Top 40 Under 40
• Raymond James “Woman of Distinction”
• Wealth Professional Canada’s Women of Influence
• BC Children’s Hospital
• BC SPCA
• ALS Cycle of Hope
• Prostate Cancer Foundation BC
• Special Olympics BC
• North Shore Crisis Services Society
• Canadian Cancer Society
• Music Heals
Lori enjoys giving back to the community by speaking at various high schools and post-secondary institutions such as BCIT, SFU and UBC to teach young adults about the fundamentals of finance that isn’t taught in a classroom and inspire those with her story of success as a financial advisor. She also volunteered her time with the Forum for Women Entrepreneurs where she mentored, empowered and educated women of all ages to arm them with the knowledge to become successful entrepreneurs. Lori is a world traveler and has visited 45 countries and also loves to spend time with her two French bulldogs, Pinky and Franky. Her hobbies include track driving and she recently obtained her professional racing license.