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Lori D. Johnson

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Lori D. Johnson

Lori D. Johnson, FCSI, CIM®

Associate Portfolio Manager

(204) 946-9890
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lori.johnson@cibc.ca
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I am dedicated to the enhancement and preservation of my client's assets. My wealth management process begins by collaborating with you, and evolves through the decisions we make together. A wealth management strategy progresses to take on a distinctly individual shape, reflecting your investment objectives and aspirations.

 

I have been in the financial industry for over 30 years and have built my practice on successfully providing my clients with highly customizable portfolio’s with a suitable level of risk to deliver clients objectives. Myself and my team believe in strong client relationships with a high touch service.

 

Through a disciplined stock selection process with complements from the industry’s top conviction driven money managers, I have provided exceptional growth to my clients portfolios.

 

Let me and my team help you towards your goals and assist you to confidently realize your aspirations. Reach out today!

Client Testimonials

 

"I have been Lori’s client for more than 10 years. She has seen me through some major life changes with retirement and the death of my partner. Lori has provided sound investment strategies and explanations in both a bull market and a less stable time. I trust her experience and judgment. She was able to send me to a team member for help with estate planning. Her communication is timely and clear. At tax time her team ensured every document was available to my accountant in a timely manner.

Simply put, she has my back." -Kari B., Ottawa, ON

 

"Have been with Lori for about 7 years. I needed a person that would manage my investments and future retirement. My business partner and I interviewed several candidates and Lori really inspired knowledge, transparency and openness.

When the time came to think about retirement she worked with me; even organized somebody that showed different scenarios and what the outcome could be - financially speaking. We agreed on the execution and she has delivered perfectly.

I lived through the Covid market weakness (that’s the time you need a good advisor !!) and was a bit concerned. I still remember Lori’s calmness and confidence that it would be okay. She understood my concern but her experience of previous situations provided authority without arrogance to explain the situation. She had comprehensive arguments about what was going on in the financial world at that time." -Dieter L. , Winnipeg, MB

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Are you on track with your goals?

Your retirement can be whatever you want—more family time, adventurous vacations, or a new career—as long as you’ve planned successfully. Your life is a series of moments that can lead you in many directions. Define your path by creating a plan today. It’s time to plan for retirement - and life. It’s never too early to begin the conversation. Click here to get started below to get started.

 

Every element is designed to support your goals

An Integrated Approach for your wealth

Every element is designed to support your goals

Our integrated approach is built around four key pillars. It starts with understanding you, your goals and your values, which are supported by our customized services and expert guidance that keeps you moving forward. Together with our partners, we offer a range of specialized services:

  • Investment management
  • Private banking 
  • Wealth planning
  • Estate and trust

OUR TEAM

We all have unique goals. Our team is committed to providing a strong advisory relationship rooted in financial expertise and professionalism.

Pictured: Lori and her son

Lori D. Johnson, FCSI, CIM®

Associate Portfolio Manager

(204) 946-9890          lori.johnson@cibc.ca

 

A little bit about myself, I hold the Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI) designations. These designations are amongst the highest attainable in the financial services industry and ensure their designates are skilled in such areas as investment management and valuation, portfolio design and management. I am also qualified to provide insurance products. I pride myself in providing my clients with timely advice, contact and reassurance, especially during difficult markets. My clients have entrusted me for over 30 years to handle their investment and/or business

decisions.

 

Outside of work, I am a proud working mom, an avid fashion lover and strong supporter of charitable organizations such as Dreams Take Flight Winnipeg, Winnipeg Humane Society, CIBC Miracle Day and Make a Wish Foundation.

Fayth Gobeil

Fayth Gobeil, CIM®

Financial Associate

(204) 946-9832
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fayth.gobeil@cibc.com
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Fayth has a significant educational background, earning a Bachelor of Arts degree from Université de Saint-Boniface; along with industry credentials such as the Canadian Securities Course (CSC), Wealth Management Essentials (WME) and Chartered Investment Manager (CIM®) designation.  Along with her education, Fayth has been in the investment industry since 2009 and has amassed a great deal of knowledge and experience.  Her education along with her experience ensures she understands that each client’s unique needs and circumstances are equally important. She prides herself on being timely and accurate so that our recommendations and your decisions are handled in a prompt and effective manner.

 

Feel free to reach out to Fayth for:

-duplicate statements & tax documents

-account related questions

-Wood Gundy Online assistance

Our partners

We partner with CIBC experts to help address all of your wealth needs.

Nancy Regina

Nancy Regina, CFP, RRC

Senior Private Banking advisor

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Nancy supports the Integrated Private Wealth Management offer and provides an exceptional private client experience by customizing tailored wealth management solutions, banking packages, and unique lending products.

She has held the Certified Financial Planner designation since 2004 and has been a Registered Retirement Consultant since 2010. Nancy has extensive experience in high net worth client management and advisory services and has been with CIBC since 1988.

Kim Ellens

Kim Ellens, MTI

Trust and Estate Consultant

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Kim's goal is to provide clients and their families with confidence and peace of mind. Kim and her team offer services as a professional executor, power of attorney for property or trustee. Kim can also support someone else you appoint for these roles.

Effectively administering a trust or acting as an attorney can require time and an understanding of investments and taxes. Kim and her team have the expertise to execute or assist others to execute that role effectively and efficiently.

Laural McDonald

Laural McDonald, CFP

Wealth Strategist

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The planning process includes a review of the client's goals and objectives and a summary of their current financial situation. It also addresses one or more of the following areas: capital needs, investment planning, retirement planning, education planning, estate and trust planning, and risk management needs and coverage.

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CONTACT US

I'm happy to hear from you.

If you have questions or feedback, or would like a second opinion about your investment portfolio, contact me.

Contact us

Address

Lori D. Johnson Address
1 Lombard Place
20th Floor, Suite 2000
Winnipeg, MB R3B 3N9
Telephone number: (204) 946-9890
Toll-free: 1 (800) 665-6789
Fax: (204) 943-2350

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.