Meet Lori Kilburn – Lori brings an abundance of experience and academic expertise to her role as Investment Advisor. With over two decades of investment experience Lori is more than an Investment Advisor. Lori has the ability to bring her client’s investment objectives into sharp focus and then develops a Comprehensive Wealth Plan. Retirement, tax, life insurance and estate planning are integrated to create, manage, and preserve wealth.
CREDENTIALS – Lori’s pursuit of excellence began at the University of Los Angeles (UCLA) where she earned a Bachelor of Arts degree. She went on to complete her MBA course work at Loyal Marymount University and a certificate in Bond Analysis & Portfolio Management from the University of Illinois at Urbana-Campaign. In 1995, Lori was awarded a fellowship and the Certified Investment Management designation from the Canadian Securities Institute. She has completed the Professional Financial Planning Course and is currently working to complete the Wealth Management Techniques program.
EXPERIENCE– Before joining BMO Nesbitt Burns, Lori held positions with major investment firms in White Rock and Los Angeles. Over the years she fine-tuned her analytical skills and served as financial advisor for large institutions and foundations, including universities, hospitals and eleemosynary organizations.
INTERESTS– Lori enjoys snow skiing, scuba diving, and golfing with Kelly, her husband. She also enjoys riding her horse and long walks with her two Labrador Retrievers. Since moving to White Rock in 1992, Lori has dedicated much of her spare time volunteering for the Canadian Cancer Society and the Heart & Stroke Foundation of BC and Yukon.
The Comprehensive Wealth Plan
The cornerstone of a successful wealth management plan lies in having a comprehensive investment strategy in place. It requires an experienced investment professional to help you make the right decisions to achieve your financial goals and dreams.
Finally there needs to be regular and clear communication between you and your investment advisor. As a client of Lori Kilburn, we will ensure you stay informed through regular conversations, through regular statements and newsletters, and through online and toll-free access to BMO Nesbitt Burns.
The Strategy
In the world of money some investors have more complex investment and financial planning needs than others. Investors who have a high net worth need an experienced advisor to provide a comprehensive, integrated wealth management strategy.
To develop a comprehensive wealth strategy, one's investment and non-investment needs must be addressed. Retirement, tax, insurance and estate planning are integrated into the investment management process to create, manage, and preserve wealth.
This often requires coordination of lawyers, accountants, and investment advisors to identify tax-saving opportunities, establish family and specialty trusts, and carryout sophisticated investment strategies.
More than ever wealthy and potentially wealthy investors need a professional to help them negotiate the broad range of investment products and services. A professional who will provide a comprehensive wealth plan designed to manage the complexities that come with high net worth.
The Plan
The Comprehensive Wealth Plan, for clients of Lori Kilburn, involves a strategy that integrates investment and portfolio advice with advanced financial planning considerations. Lori will work closely with your legal and tax professionals to ensure comprehensive planning and monitoring.
The Commitment
As your Investment Advisor, Lori will provide an integrated, comprehensive wealth plan, from a highly qualified financial professional offering advice, recommendations, and guidance based on your individual situation with consideration for future generations. She is committed to helping you create, manage and preserve your wealth.
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** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.
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