Lori Ives Email
Certified Financial Planner @ Equity Associates Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lori Ives Location
- Ottawa, ON, CA
Lori Ives Work
- 2020 -now Certified Financial Planner @
- 2003 -2020 Certified Financial Planner @ TK Wealth Management Inc and IPC Investment Corporation
- 1996 -2002 Advisor @
- 1994 -1996 Career Counsellor @
Lori Ives Education
- Queen's University
B.A.H. (Psychology and Sociology)
1987-1991
Lori Ives Skills
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Insurance
- Mutual Funds
- Fixed Annuities
- Process Improvement
- Estate Planning
- Wealth Management
- Financial Analysis
- Financial Advisory
- Project Management
- Investments
- Financial Planning
- Asset Allocation
- Investment Strategies
- Investment Advisory
- Leadership
- Team Building
- Securities
- Risk Management
Lori Ives Summary
- Lori Ives, based in Ottawa, ON, CA, is currently a Certified Financial Planner at Equity Associates Inc.. Lori Ives brings experience from previous roles at TK Wealth Management Inc and IPC Investment Corporation, Primerica and Fraserside Community Services Society. Lori Ives holds a 1987 - 1991 B.A.H. in Psychology and Sociology @ Queen's University. With a robust skill set that includes Retirement, Retirement Planning, Strategic Financial Planning, Insurance, Mutual Funds and more. Lori Ives has 1 emails on RocketReach.
Looking for a different Lori Ives?
Find contact details for 700 million professionals.
Others Named Lori Ives
Lori Ives
cook and bartender
Sun Prairie, WI, US
Lori Ives
Certified Financial Planner
Ottawa, ON, CA
Top Equity Associates Inc. Employees
Nathan Rothwell
Certified Financial Planner
Toronto, ON, CA
Chris Chircoski
Certified Financial Planner
London, ON, CA
Jeff Gillmeister
Financial and Insurance Advisor
Mississauga, ON, CA
Dejvis Begaj
Senior Compliance Manager
Toronto, ON, CA
Mike Maillet
Operations Manager, Platform (Nominee Accounts)
Vaughan, ON, CA
Brent Conway
Personal Financial Advisor
Ottawa, ON, CA
Ron MacQuarrie
Partner
Bedford, NS, CA
Niki Caraballo
Assistant Vice President, Settlement
Markham, ON, CA
Calvin Zwaan
CFP
London, ON, CA
Caroline Wheeler
Partner Relations Manager
Markham, ON, CA
Lori Ives
Certified Financial Planner
Ottawa, ON, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co