Lori Samuels, a wealth manager at Raymond James, spends quality time getting to know her clients well in order to help clarify what is important to them and plan for their future with that in mind. Lori truly understands the importance of building strong relationships with her clients and interacting with them like people, not portfolios. Lori, one of a few female wealth managers in the industry, takes a special interest in helping and empowering women going through major life transitions. Women in Business Article. Okanagan Woman Magazine - Why Women Matter.
Lori holds a Bachelor of Arts degree from the University of Calgary and has successfully completed several courses through the Canadian Securities Institute. She holds the Chartered Investment Management CIM® designation and her expertise and professionalism earned her the coveted Fellow of CSI (FCSI®). The FCSI® is the industry’s highest award of distinction that recognizes leading professionals for their outstanding educational dedication, experience and record of achievement.When Lori is not in the office, she enjoys spending time with friends and family, being physically active by way of biking, playing golf, tennis and skiing (when she isn’t recovering from an injury!). Lori also likes to take time to travel and explore the world.
Lori has volunteered her time with many organizations over the years including 7 years with the BC SPCA. She currently volunteers her time with event planning and fundraising for the annual Raymond James Christmas in November event and for the Kelowna Art Gallery Appetite for Art annual fundraiser. Lori also enjoys being on the Board of Directors for the Kelowna Art Gallery.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.