Lori has worked in the Financial Services industry since 1985 and fulfills the role of Manager of Client Services in Peter Gillen’s Windsor office. Lori’s experience, excellent organization skills and thoroughness to administrative activities enables her to provide a high level of service that is consistent and rewarding to our clients. She holds a number of designations focused on Financial Planning, Customer Service, Compliance and Office Management.
Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.