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
- Certified Financial Planner @ (February 2020 - Present)
- Certified Financial Planner @ TK Wealth Management Inc and IPC Investment Corporation (January 2003 - January 2020)
- Advisor @ (September 1996 - December 2002)
- Career Counsellor @ Fraserside Community Services Society (September 1994 - August 1996)
Lori Ives Education
- Queen's University
B.A.H. (Psychology and Sociology)
1987-1991
Lori Ives Skills
- Asset Allocation
- Estate Planning
- Financial Advisory
- Financial Analysis
- Financial Planning
- Fixed Annuities
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Mutual Funds
- Process Improvement
- Project Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Strategic Financial Planning
- Team Building
- Wealth 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 Asset Allocation, Estate Planning, Financial Advisory, Financial Analysis, Financial Planning 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
Lori Ives-Godwin
President
Asheville, NC, US
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
Kyle McLaren
Event and Appointment Planner
Oshawa, ON, 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