By Tom Bradley

I'm pleased to introduce our newest steady hand, Lori Norman. Lori is joining our team in the role of Investor Specialist and will work closely with Chris, Scott, David, Sher and me in helping our clients build and manage their portfolios.

Lori has close to 20 years of industry experience, primarily in institutional bond sales, and more recently as an Investment Adviser. She started her career in London, England, where she worked for six years, including four years on the bond desk at Dominion Securities. She continued to work for Dominion Securities when she moved back to Vancouver, and earned the title of Vice President, Money Market and Fixed Income Sales in 2002.

After spending nearly 18 years working with institutional clients, Lori decided she wanted to use her experience and knowledge to help individual investors and made the move to the advisory side of the business. She is passionate about helping women become better investors and louder voices in finance.

Along with having the best name in the company (my wife made me say that), Lori has three kids and a husband that keep her busy outside the office. She enjoys travel, food and wine, and is a voracious reader. One of her more “unique” skills is that she’s a really good polka dancer (in her words, “Bizarre, I know”). And she doesn’t shy away from too many challenges – she has bungy jumped from over 300 feet and tells us she would do it again in a heartbeat.

Get to know Lori a little better:

  • Sweet or savoury: Savoury
  • Favourite Vancouver neighbourhood: Douglas Park … no wait, Railtown
  • Most visited website (outside the office): UK Telegraph or Vitamin Daily
  • iPhone, Android or other: iPhone
  • A little known secret about bond traders: They don’t all drive BMW’s
  • Cats or dogs: Dogs
  • Strategic Asset Mix (SAM): 80% stocks / 20% bonds
  • What you miss most about London: The buzz
  • Last investment book read: The Intelligent Investor (Benjamin Graham)
  • Red wine or white: Chardonnay!

Lori brings a deep skill set to the firm and shares our fervour to help make Canadians better investors. We’re pumped to have her on board.