Lori has been successful in providing special care and attention to our institutional clients so they receive the support they need. She manages institutional accounts in adherence to their specific mandates. Her approach is client-specific and focuses on developing clear objectives to tailor investment solutions to your goals. For institutional clients our strategies are conservative in nature, and designed to provide absolute returns regardless of market volatility or interest rate environments, but Lori does have risk managed equity solutions for higher asset class exposed mandates.
She is able to design and deliver effective investment solutions by partnering with subject matter experts across CIBC bank. The connections we create extend beyond investment returns and simplify the investment management process for clients and their management group. Lori has the platform and resources to support clients of all sizes and takes pride in providing an unparalleled level of service. Her unique perspective and ideas will add value to any institutional investment strategy.
Lori has a proven record of designing custom solutions that meet the unique objectives and constraints of our institutional clients. One of her unique propositions is the ability to custom Fixed-Income products.
Please review our CIBC Structured Notes brochure to better understand our approach and value we are able to bring to our clients.
Ensuring the priority of client mandates through Investment Policy Statements, Lori understands the importance and continuous achievements of;
- Capital Preservation
- Capital Appreciation
- Liquidity
- Risk Management
If you may have any questions or would like further information please Contact Us
