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Lori has been advising clients for over 20 years, bringing a wealth of experience to the field of financial planning. As a Certified Financial Planner (CFP®) and a Certified Financial Behaviour Specialist (CFBS®), Lori is uniquely qualified to address a wide range of financial needs.
Lori takes a distinctive approach to financial planning by delving into the psychology behind financial decisions. She believes that understanding the motivations and emotions that drive financial behaviours is the key to creating effective and personalized financial strategies.