Lori SteevesFinancial Planner
Following graduation from Mount Saint Vincent University Lori worked for several years in the fields of education and the non-profit sector. She joined IPC (Formerly Hicks Financial Solutions) in 1997.
Lori completed the Canadian Securities Course with honours, and the CSI’s Professional Financial Planning Course.
Lori obtained her Life Agent’s license to ensure that she could meet the life and health insurance needs of her clients. Lori also continues to pursue additional studies to ensure exceptional client service delivery.
In June 2001 Lori was pleased to join forces with Gary Fortune and his team. Gary’s integrity and his commitment to client needs have resulted in a well-respected practice of which she is pleased to be a part. Lori and Gary share a similar investment philosophy and a determination to provide the best of services and support.
Lori divides her home-life between Halifax and Chester. She has been a member of the Halifax Curling Club for the past nine years and continues to support the Learning Disabilities Association on a volunteer basis.