I was raised in Nelson and have called it my home for 40+ years. I played professional ice hockey that included the NHL and Europe and received my education from the University of Victoria. Currently I reside in Nelson year round. 

Commitment to Clients:

• I offer personalized Wealth Management built on a foundation of Integrity, Service and Trust
• My clients can expect to receive regular personal contact, support in financial planning and goal setting, and frequent portfolio updates.
• As an Investment Advisor at CIBC Wood Gundy, I have access to a wealth of industry leading researchers and financial analysts.
• Easily reachable
• Ability to Listen and deliver appropriate financial solutions

Building your portfolio:

• I need to understand your financial situation and expectations
• Identify your specific goals in order to select the appropriate securities. 
• Protect your capital.
• Provide higher yields and capital appreciation.

I was raised in Nelson, where I have spent over 20 years of my life. I received my education from the University of Lethbridge. I hold the Chartered Investment Manager (CIM) and Personal Financial Planning (PFP) designations and I am Life Insurance licensed through the Insurance Council of BC.

Lor was raised in Nelson and received certificates in two fields of study from Selkirk College. In 2008, she entered the financial industry at CIBC Wood Gundy in Nelson and completed courses through CSI to forward her financial education. Although not born in Nelson, and having spent an extensive time in the northwest, Nelson is her hometown and her family has been here since 1966.

As a Financial Planning Consultant, Darrell has the experience and expertise to work with advisors and our clients to develop customized financial plans to meet personal and business goals and objectives. Darrell has been in the financial services industry since 1986, and provides in-depth knowledge and comprehensive planning advice.