Lori Dewey
About Lori Dewey
Lori Dewey is an Associate Consultant at IG Wealth Management, specializing in personalized financial plans for Canadian clients. With a focus on holistic financial planning, she has over nine years of experience in the industry.
Work at IG Wealth Management
Lori Dewey has been an Associate Consultant at IG Wealth Management since 2015. In this role, she specializes in creating personalized written financial plans tailored to the unique needs of Canadian clients. Her responsibilities include focusing on holistic financial planning, which encompasses wealth creation, tax planning, risk management, retirement planning, cash management, and estate planning. Lori is part of a team that manages financial planning for hundreds of individuals and families, ensuring that their financial goals are met through comprehensive strategies.
Previous Role at IG Wealth Management
Before her current position, Lori Dewey served as a Business Practice Manager at IG Wealth Management from 2009 to 2015. During her six years in this role, she gained extensive experience in the financial services sector, contributing to the operational and strategic aspects of the business. This background provided her with a strong foundation for her current work in personalized financial planning.
Specialization in Financial Planning
Lori Dewey specializes in holistic financial planning, which includes various aspects such as wealth creation, tax planning, risk management, retirement planning, cash management, and estate planning. Her approach is designed to address the comprehensive financial needs of her clients, ensuring that each plan is customized to fit their specific circumstances and goals.