Lori Norman
Investor Specialist @Steadyhand
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WORK HISTORY
Investor Specialist @Steadyhand
CA
At Steadyhand we work only with individual Canadian investors helping them build personalized investment portfolios. Our focus is on helping our clients achieve their investment goals and to break down all the things that are getting in the way of that happening. Things like high fees, short-term approaches to investing, poor advice and often their own behaviour & emotions around money. We connect our clients with managers largely inaccessible to the individual investors. Our fund line up is simple and diversified. Our managers do not track an index or chase fads.We are trying to change the investment landscape to tilt the table in favour of the investor through an investor centric approach focusing on low fees, transparent reporting and solid advice (a \"Steadyhand\"). It all adds up to an investing experience that\'s distinctly - and intentionally - different from what Canadian investors are used to.
SKILLS
ABOUT LORI NORMAN
I used to meet with my financial advisor once a year. The annual review meetings…
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