VP & Principal, HighView Financial Group
With over 29 years of capital markets experience, Loren, VP & Principal, and Portfolio Manager, with HighView Financial Group, works closely with families and foundations, and collaborates with their trusted advisors, in all aspects of investment counselling, portfolio design and allocation, financial and tax planning, philanthropy and wealth stewardship. She is a member of the HighView Portfolio Strategy Committee, responsible for analysis, due diligence, selection, and ongoing monitoring of investment managers, and researching new investment ideas. Loren has a keen interest in ESG and Impact investing and has authored many articles on these topics.
Loren also has 20 years of experience as a board director in the not-for-profit sector and is currently on the Canadian Advisory Board of Right to Play, a charity dedicated to empowering children in disadvantaged communities through play.
Loren completed her MBA at the University of Toronto, and holds the FCPA, CPA and CIM designations.
Contact Details: email@example.com 905-330-2219