With over 20 years of experience in the industry, Lori became a Portfolio Manager in 2009 and she has always focused on helping people retire with confidence while encouraging them to enjoy a happy and fulfilling retirement. Having this depth of experience gives her the ability to 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 feels strongly that it is important to keep clients informed and up to date on their 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 8:35am 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. Additionally, Lori and her co-host, Jon McComb, have a podcast called Ready.Set.Retire! where they share their insights into retirement, talk to special guests from various fields and discuss topics to help inform you on how to achieve a successful retirement. Lori has also written for numerous publications including 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, 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:

Accolades
• Canada’s Top Wealth Advisors: Best in Province
• Investment Industry Association of Canada (IIAC) Top Under 40
• Business in Vancouver’s Top 40 under 40
• Enterprising Women of the Year Award Winner
• Wealth Professional Canada’s Women of Influence
• Wealth Professional Canada’s Leading Portfolio Managers

Charities
• 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 Pemberton with her family 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.”

Harel received his Bachelor of Arts degree from the University of British Columbia in 2016, with a focus in Economics. Prior to joining the Pinkowski Wealth Management team, Harel began his financial services industry career working in mutual funds; supporting advisors with trading and servicing their everyday client needs. He is a Licensed Registered Representative and is working towards completing his Certified Investment Management (CIM®) certificate.

Harel is a sports enthusiast, he enjoys spending his free time at the gym, as well as travelling and enjoying time with friends and family.

With a natural contrarian instinct, Marko prefers to discover investment possibilities that have been overlooked and strongly believes in active management. Taking profits when necessary and rotating sectors are at the core of our investment strategy in order to remain prudent when managing the portfolios. He also contributes his quirky yet insightful writing skills to our weekly market commentary.

Prior to beginning his career in the investment industry in 1999 at Canaccord, Marko earned his Bachelor of Fine Arts degree in music composition. Outside of the office, you can find Marko cooking or trying out new local restaurants as he is a major foodie!

Andrea attended Capilano University where she graduated with a Bachelor of Business Administration. During her tenure at school, she studied international business and had the opportunity to study abroad in Hertfordshire, England. Before entering the wealth management industry, Andrea worked in tourism for over three years at the Britannia Mine Museum where she gained valuable communication and customer service experience.

Andrea loves to travel and enjoys spending time at the beach as well as hiking around Vancouver.

Marina’s background and experience in communication and customer service is extensive. As a Master of Arts graduate from the University of Leeds in England, she specialized in international communication and media management. Prior to working in the wealth management industry, Marina spent over four years developing her skills in customer service and sales with a strong focus on customer relations.

Marina is an exceptionally dedicated dancer and dance teacher with a passion for travel.

Megan graduated from a Dual Degree program between Sciences Po Paris and the University of British Columbia Sauder School of Business, where she received both a Bachelor of Arts and a Bachelor of Commerce. During her schooling, Megan lived in the Champagne region of France for two years and worked part-time for various non-profits, where she gained valuable adaptability and customer service skills.

Megan enjoys cooking new recipes and is an avid runner and skier. She has traveled in over 20 countries and hopes to explore many more!

Prior to joining the team, Jason worked with BMO where he prepared comprehensive financial plans for high-net-worth individuals and their families to devise effective planning strategies. He graduated from the University of British Columbia with a Degree in Economics and also earned his Certified Financial Planner designation.

Jason enjoys playing and watching basketball with friends and hiking around Vancouver.

Hollie-Louise was born and raised in Ireland before moving to Vancouver in 2019. She attended Technological University Dublin where she graduated with a Bachelor of Economics and Finance. Prior to her move to Canada, she worked as a Bank Official in the largest Irish bank where she gained valuable client care experience and received an award for her commitment to mortgage retention.

She loves to spend her free time enjoying the beautiful beaches in BC.

Anne specializes in providing income layering and tax planning solutions and holds a CPA designation, bringing her years of taxation and accounting experience to the clients’ total wealth solution. Anne currently holds her QAFP designation, is also Insurance licensed and has a BBA from SFU, with a concentration in Accounting and Finance.

Anne enjoys exploring new cities when she has the chance and has travelled to over 35 countries and has many more to cross off her list. She has visited small towns and big cities all over Asia, Africa, Europe and of course North America.

Cindy is a leading Canadian financial expert and trailblazer in her industry. She’s known for her passion, creative thinking, and determination to influence positive change. She transformed a traditional corporation’s employee-employer relationship into a modern structure that provides better benefits to both; and she actively supports women to achieve their dreams of entrepreneurship. She co-authored Financial First Aid for Canadian Investors: Stop the Bleeding, Start the Healing and Get Your Portfolio on the Road to Recovery, a guide to help Canadian investors regain their footing after the financial meltdown of 2008. Currently, Cindy serves on three boards; current Chair of the Conference for Advanced Life Underwriters (CALU), and as a general director for the National Board for Junior Achievement and the Insurance Council of British Columbia. In these roles, she works to help small business owners in Canada, advocate for women, and support youth to become financially literate. A Type I Diabetic, she actively fundraises for juvenile diabetes research. She also sits on two advisory boards; Advisors Edge and Advantage BC. Cindy has also been recognized as one of Canada’s Top 100 Most Powerful Women of 2020.

On top of it all, Cindy is also a devoted mother of two teenagers, and an avid UFC fan who loves balancing work with weight lifting at the gym and spending time with friends and family.