Meet Our Team
Tel: 905.876.0120 (Ext. 112)
Loretta has been in the financial services industry since 1998. As Branch Manager, Loretta ensures that our financial planning practice runs smoothly. Her responsibilities cover the many aspects of branch administration including licensing standards, accounting and client appreciation functions.
Much of Loretta’s time is involved in research, performing compliance duties, and helping to develop marketing and educational tools to help keep our clients and planners informed and educated.
Having her Mutual Funds registration, also allows her to assist clients with more complex issues and questions. Loretta also has considerable expertise in tax preparation and is a great resource for our clients and team members.
Since moving to Milton in 1974, Loretta, an active and outgoing person, has been involved in many community and educational programs. She is currently serving as a Trustee on the Canadian Federation of University Women National Charitable Scholarship Trust. An avid reader and puzzle solver, Loretta is never idle. Together with her husband Lou, she is proud of their three sons and her gardens.
Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.