Vice President & Principal, Highview Financial Group
Loren has 28 years’ experience working in Capital Markets as a portfolio manager and investment banker. She has been advising high net worth clients since 2003. Loren is a Fellow of the Institute of Chartered Professional Accountants of Ontario (FCPA/FCA), holds the Canadian Investment Manager (CIM) designation, and has a MBA from the University of Toronto. Loren has over 20 years’ experience as a board director in the not-for-profit sector - she served on the Oakville Hospital Foundation from 2008-2017 and was on the Investment Committee (2013-2016) and Responsible Investment Subcommittee (2017) of the Oakville Community Foundation. She was the Co-chair of Fundraising and the Chair of the Investment Committee while on the board for Sheena’s Place from 2002-2009. Loren was recruited for our Advisory Board by Gordon Bogden in 2017.