Lori Graham
Senior Investment Counsellor & Portfolio Manager @Bmo Private Wealth
Toronto, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2022 — Present
Senior Investment Counsellor & Portfolio Manager @Bmo Private Wealth
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Toronto, ON, CA
EDUCATION
N/A
Western University
BACHERLOR ARTS
SKILLS
EtfsBusiness Relationship ManagementInvestment StrategiesStrategic Financial PlanningRetirement PlanningMutual FundsInvestment AdvisoryInvestmentsPortfolio ManagementAsset AllocationEducation SavingsBankingEstate PlanningWealth ManagementFinancial PlanningTransition PlanningRelationship ManagementFinance
ABOUT LORI GRAHAM
I am an accomplished Investment Counsellor with over 20 years of financial industry experience. Providing clients with investment solutions and financial planning to guide them in the achievement of their life goals is my passion. As a motivated team player with a proven track record, I am a proficient sales strategist and adviser. I consistently focus on superior performance in sales and client satisfaction.
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