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 fundraising event and for the Kelowna Art Gallery Appetite for Art annual fundraiser.