Lori has been managing client portfolios for almost 20 years and she has always focused on helping people retire with confidence while encouraging them to enjoy a happy and fulfilling retirement. She became a Portfolio Manager in 2009, so she can make efficient decisions for her clients’ portfolios on a daily basis, so they don’t have to worry about their investments. She is dedicated to finding smart solutions for clients in all aspects of their financial situation and we feel strongly about keeping you informed and up to date on your progress.
Lori is proud that her team is one of the leaders in the financial industry and that they are making a difference in the lives of their clients. She has been recognized for numerous achievements within her firm and this is a direct result of her enthusiasm for servicing clients while always putting their needs first and foremost.
She has one of the top weekly radio shows in Vancouver, Making Cents of the Markets, every Wednesday at 8:40am on CKNW 980AM which began over 10 years ago. It’s focused on providing timely insight on market conditions and giving investors straight up advice they can use. Lori also writes for numerous publications including her regular column in the North Shore News since 2001 and regular contributions to Business in Vancouver along with The Sun, Province, National Post and more. She has also appeared on Global News where her opinion has often been sought after, especially when investors are searching for a voice of reason during turbulent times.
Lori has been recognized with many industry 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 Top 40 Under 40
• Raymond James “Woman of Distinction”
• Wealth Professional Canada’s Women of Influence
• Ronald McDonald House
• CKNW Kids’ Fund
• BC Children’s Hospital
• North Shore Crisis Services Society
• Music Heals
• ALS Cycle of Hope
• BC SPCA
• Canadian Cancer Society
Lori enjoys spending time in the Okanagan and Whistler with her husband Nick, her young son Luca as well as her two French bulldogs, Pinky and Franky. She has travelled to over 45 countries and speaks German fluently. Her hobbies include working out, skiing and most of all driving on the track. She obtained her professional racing license in 2012 and feels it has helped her gain even more of an advantage when managing her clients’ portfolios. “When driving on the track you need to be prepared for what’s around every corner – even if you can’t see it coming. It’s imperative that you can make quick yet calculated decisions – while behind the wheel or in the markets.”