“The road to success is always under construction” – Lili Tomlin

Through my 30 plus years in the capital markets including 10 years as an investment banker, and over 20 years of not-for-profit board experience, and raising three children, I have gained significant experience and insight working with individuals, families, family businesses and foundations. I believe that wealth encompasses not only financial capital but also includes intellectual, human, social, health and spiritual capital. To be truly wealthy, a balance among these pillars is necessary.

I embrace the value of asking questions, listening to the views of others and collaborating to find the best solutions. Creating your Wealth Plan based on your goals and aligned with your risk profile allows you to assess as you build toward your future – this blueprint is a guiding document that changes as life changes and is always a work in progress. The successful transitioning of your estate requires more than the mechanics of tax and legal structures. A process that integrates learning together allows for trust and communication to take its course over time and is instrumental in the successful transition of your wealth to the next generation.

Are you ready to move from a reactive investment approach to a proactive wealth strategy?

Do you have questions about your portfolio? Is your portfolio designed to meet your goals? Is your portfolio aligned with your risk profile? Are you aware of all the fees you pay, of your performance metrics, or the meaning of Return of Capital? Do you understand the difference between distributions and dividends that your funds pay out? Do you know the after-tax yield on your portfolio? Which resonates with you – beating a benchmark by 1% or living a life well lived and achieving your investment goals? Goals based investing moves away from the traditional asset management focus on beating index benchmarks to designing a personalized investment strategy to achieve your ultimate goals. If you have questions, I would be pleased to discuss your investment portfolio and your goals and objectives. Your assets are more than your investments. Let me help you discover, articulate and share your dreams for the future and to leave the legacy you desire.

“Strive to learn about what you don’t know. Thirst for knowledge is essential to growth.”

Loren resides between Oakville, ON and the beautiful Okanagan, BC. Loren is a FCPA, having articled with PWC and awarded the fellowship designation in 2011. She has an MBA from the University of Toronto, a BA from York University, and the CIM from the Canadian Securities Institute. Loren was most recently on the Canadian Advisory Board of Right to Play for 6 years. Previously, Loren spent 9 years as a board member of the Oakville Hospital Foundation, 3 years as a member on the Investment Committee of the Oakville Community Foundation, and was a board member of Sheena’s Place for 8 years where she was Chair of both the Investment and Fundraising Committees. Loren is a member of the International Women's Forum (IWF), a global community of women leaders advancing women's leadership today and tomorrow. Loren and her family enjoy the Okanagan mountains and lakes, beautiful Georgian Bay, skiing and snowboarding, hockey, golf, and soccer and listening to all genres of music. You may also find Loren perusing a local art gallery, reading a book on a topic of interest or keeping her health in check by hitting the spin bike and weights at the gym.