Lori is a Vice President in our Private Client Group in Toronto. Lori advises private clients on their complete investing and wealth management requirements.
Lori brings to Barometer a vast understanding of the wealth management sector, as well as a passion for building and overseeing strong client relationships. She has over 20 years’ experience working with some of Canada’s leading financial institutions in various management and relationship management capacities.
Prior to joining Barometer, Lori worked at WaterStreet and offshore in the private banking sector. During that time, Lori was in charge of managing the ultra-high-net-worth clientele and a multinational segment. Lori holds a degree from the University of New Brunswick.