Lori is a Senior Wealth Manager in our Private Client Group. Lori advises private clients on their complete investing and wealth management requirements.
She 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 25 years’ experience working with some of Canada’s leading financial institutions in various management and relationship management capacities.
Prior to joining Barometer, Lori worked for a multi family office here in Toronto as well as offshore in Bermuda, in the Private Banking sector. During that time, Lori oversaw managing the ultra-high-net-worth clientele and a multinational segment. Lori holds a degree from the University of New Brunswick.