Lori Clements Email
Director, Tax and Estate Planning @ Sun Life Global Investments
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Lori Clements Location
- Canada
Lori Clements Work
- 2021 -now Director, Tax and Estate Planning @
- 2021 -now Director, Tax, Retirement and Estate Planning @
- 2017 -2019 Manager, Financial Advisory Services, RBC Wealth Management @
- 2008 -2017 Private Banker @
- 2007 -2008 Director, Master of Taxation @
- 1998 -2007 Sr Manager Tax, Global Wealth Services @
- 1995 -1997 Manager @
Lori Clements Education
- University of Waterloo
Master of Taxation (Taxation)
1997-1999 - Chartered Professional Accountants of Canada (CPA Canada)
CPA (CA, Accounting)
- University of Waterloo
BMath (CA Option Co-Op, Mathematics and Business)
Lori Clements Skills
- Strategy
- Investments
- Customer Service
- Credit Analysis
- Accounting
- Banking
- Credit Management
- Financial Services
- Credit
- Investment Advisory
- Mutual Funds
- Cash Management
- Income Tax
- Microsoft Excel
- Services
- Tax
- Portfolio Management
- Financial Analysis
- Wealth Management
- Management
- Financial Planning
- Retail Banking
- Financial Reporting
Lori Clements Summary
- Lori Clements, based in Canada, is currently a Director, Tax and Estate Planning at Sun Life Global Investments. Lori Clements brings experience from previous roles at Sun Life Global Investments, RBC Dominion Securities, Royal Bank of Canada and University of Waterloo. Lori Clements holds a 1997 - 1999 Master of Taxation in Taxation @ University of Waterloo. With a robust skill set that includes Strategy, Investments, Customer Service, Credit Analysis, Accounting and more. Lori Clements has 1 emails on RocketReach.
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