Wealth Advisor, PIB Wealth Management and
Worldsource Financial Management Inc.
In the industry since 1994
With PIB since 2016
Telephone: 1-800-265-6197 Ext 785
Lori has been in the financial services industry since 1994. She is a graduate of Conestoga College, with a diploma in Accounting.
Before joining PIB Wealth Management in 2016, Lori worked at one of Canada’s largest wealth planning firms and a global financial institution, expanding her knowledge about the various financial tools available to clients at every stage of the wealth planning process.
As the team’s specialist in group retirement services, Lori brings her experience in helping clients build wealth and employers select and implement group retirement plans.