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Introduction

As an Investment Advisor, Lori is dedicated to the enhancement and preservation of investor assets. Her wealth management process begins by collaborating with you, and through the decisions we make together. A wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations. By working with our in-house partners, this allows us to provide a distinguished service of holistic financial planning, strived from the investment growth and preservation of your assets.

Lori has been in the financial industry for over 30 years. She has built her practice on successfully providing her clients with highly customizable portfolio’s with a suitable level of risk to deliver clients objectives. She believes 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, Lori has provided exceptional growth to her clients portfolios. The group also incorporates discretionary managed options. 

Private Clients

The key to successful wealth management is planning. Yet, planning your financial security can be difficult. Regardless of your stage in life, it's important that you take steps to ensure your financial independence in the future. The wealth management process reviews your financial circumstances, develops appropriate financial and estate planning strategies and responds to changes in your life, as well as changes in the world around you. For more information please visit our Private Clients Services page.

Institutional Clients

Lori has been successful in helping affluent individuals and their businesses achieve financial goals, but also provides a premier service to institutional clients working within their mandates to deliver asset management services through custom-built products of CIBC and Investment Services. For more information please visit our Institutional Clients Services page.