Investors get straightforward answers regarding all fees and asset allocation strategies.
Lori Dawson considers herself to be a Lifestyle Coach. For 20 years Lori has built trusted relationships with clients working with them to create a financially sound future. Together they plan and develop roadmaps for each client goal and objective. Sometimes potholes appear in the road and together they must divert the plan and then move on once again.
The tools that Lori uses to help clients build their financial futures are : RRSP’s, RRIF’s, LIRA’s, LIF’s, TFSA’s, Life Insurance, Critical Illness and Long-term Care Insurance, Mortgage Insurance, Disability Insurance, Education funding, GIC’s/Term Deposits, Group RRSP’s, Health and Dental Plans, Corporate Planning and Estate Planning.
Clients enjoy Lori’s straight forward honest approach. Lori is easy to speak with and wants to educate her clients.
Lori continuously educates herself through conferences, seminars, and courses. To date Lori has her BA, is a Certified Financial Planner, a Chartered Life Underwriter, and a Certified Divorce Financial Analyst and is an Elder Planner Counselor.
Spare time is spent travelling, playing sports; Basketball, Baseball, Golf, Skiing, and walking her dog Molly. Family is most important to Lori and she considers her clients part of her family.
We serve individuals, families and business in the Ancaster, Burlington, Oakville, Hamilton & Greater Toronto Regions. Our primary goal is to help each client meet their unique financial goals.
