Sign In

Lori Samuels, BA CIM FCSI

Partner/Wealth Manager at Johnson Legacy Wealth Management at Raymond James Ltd.

Lori Samuels, BA CIM FCSI, is a seasoned professional in the field of Wealth Management, Investment Advice, Financial Planning, Retirement Planning, Estate & Insurance Planning. She holds a BA in Political Science from the University of Calgary and has a strong background in providing financial services. With previous experience as a Partner and Wealth Manager at Raymond James Ltd., Lori brings a wealth of expertise and knowledge to her clients.

Highlights

May 17 · linkedin

Dealing with aging parents can be difficult, especially when you are also caring for your own children. Watch this short video to find out how we can be your sounding board to help you through this process. #financial planning #kelowna #finance #investing #women and wealth

Apr 11 · linkedin

Inflation is a frequent topic these days and it has the potential to derail a financial plan. Watch this short video to find out how we can help protect your plan and keep you on track to reach your goals. #wealthmanagement #inflation #financialadvice #womenandwealth

Lori Samuels, BA CIM FCSI
Add to my network

Location

Kelowna, British Columbia, Canada