The Livingstone Wealth Management Group of RBC Dominion Securities Inc.

With over 30 years of experience in the investment industry, I have the experience and expertise to provide the highest level of comprehensive wealth management to my clients. Armed with her CFA designation at the age of 26, Lori was one of the youngest and one of very few women with this designation at that time. Lori went on to become an Analyst and Portfolio Manager with a large insurance compa

ny with responsibility for managing large institutional pools of money including a $1 billion Canadian growth portfolio. She gained valuable experience in the US, working on Wall Street with large pension and fund managers across the country. She returned to Canada in 1998 to manage Canadian and US portfolios through the dotcom boom/bust period. In 2003, Lori narrowed her career focus to wealth management for individuals, families and foundations. Her team’s philosophy is to minimize the number of client households to maximize the client experience. While she doesn’t solely focus on women, she has a passion for helping women achieve financial success. Lori graduated in 1984 with a BA Economics from the University of Western Ontario. She is a long-time member of the CFA Society of Toronto and board member of GetLit- a charity that raises money to provide new books for children in need.