Jennifer Lorz Email
Senior Portfolio Manager and Wealth Advisor @ RBC Dominion Securities
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Jennifer Lorz Location
- Vancouver, BC, CA
Jennifer Lorz Work
- 2016 -now Senior Portfolio Manager and Wealth Advisor @
- 2013 -2016 Financial Planner @
- 2003 -2013 Financial Planner and Associate Investment Advisor @
- 1999 -2003 Private Client Associate @ RBC Private Counsel
Jennifer Lorz Education
- Saint Mary's University
Bachelor of Commerce (B.Com.) (Global Business Management)
1992-1996 - CFA Institute
Chartered Financial Analyst Program, Level I
- CFA Institute
- 1999
- University of Colorado Colorado Springs 1994
Jennifer Lorz Skills
- Customer Service
- Strategic Planning
- Strategic Financial Planning
- Discretionary investment management
- Personal Financial Planning
- Investment Advisory
- Estate Planning
- Personal Tax Planning
- Retirement Planning
- Business Succession Planning
- Wealth Management
- Wealth Preservation Planning
- Wealth Accumulation Strategies
- Intergenerational Wealth Transfer
- Legacy Planning
- Client Service
- Investment Management
- Investments
- Mutual Funds
- Outlook
- Client Services
- Investment Strategies
- Financial Planning
- Succession Planning
- Plannning
- Financial Risk
- Finance
- Asset Allocation
- Risk Management
- Portfolio Management
- Asset Management
- Investment Compliance
- Retirement
- Securities
- Financial Services
- Negotiation
- Wealth Management Services
Jennifer Lorz Summary
- Jennifer Lorz, based in Vancouver, BC, CA, is currently a Senior Portfolio Manager and Wealth Advisor at RBC Dominion Securities. Jennifer Lorz brings experience from previous roles at RBC Wealth Management, RBC Dominion Securities and RBC Private Counsel. Jennifer Lorz holds a 1992 - 1996 Bachelor of Commerce (B.Com.) in Global Business Management @ Saint Mary's University. With a robust skill set that includes Customer Service, Strategic Planning, Strategic Financial Planning, Discretionary investment management, Personal Financial Planning and more. Jennifer Lorz has 4 emails on RocketReach.
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