Lori An

Address

525 8 Ave SW
Suite 1000
Calgary, AB T2P 1G1

Languages

English

My Background

Lori has over 24 years of banking, investment and retirement planning experience. She graduated in 1994 from the University of Lethbridge with a Bachelor of Management degree in Finance and has completed the professional designation of Certified Financial Planner (CFP). Away from work, Lori enjoys hiking and spending time with family and friends and also regularly participates in local fundraising events across Calgary to support our community.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.