Lori adds a right-brain perspective and a welcoming and valuable insight for women and those with feminine energy. She has helped women find their paths and has been a guide for them for over 17 years. Lori enhances the financial planning experience for women by providing space for them to share their dreams and goals commonly where they previously may have not felt welcome or comfortable.
With her professional experience, perceptive nature, and four years studying mindsets, Lori compliments Dave’s left brain analytical perspective and adds another set of eyes and ears to the meeting process where appropriate which is not commonly offered. She provides DO FINANCIAL clients with a well-rounded and comprehensive planning experience that is not limited to finance.
Connect with Lori today!
Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission. The use of email is not a secure medium and personal information should be transmitted by more secure means. Insurance products, including segregated fund policies, are offered through DO FINANCIAL. Mutual funds, referral arrangements and GICs are offered through Dave Otto via Quadrus Investment Services Ltd.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate. The information on this website is intended for residents of Alberta, British Columbia, Ontario, Northwest Territories, and Nova Scotia only.
Click here to view legal, copyright and trademark information.