The Lorz Group
of RBC Dominion Securities

Providing you the freedom to focus on what’s really important to you

With our team of educated and experienced professionals, The Lorz Group has been managing the assets of a diverse client base of high net worth families, business owners and trusts for over 25 years. As a team, we quarterback every aspect of your financial picture, to eliminate or alleviate your fears, and take advantage of every opportunity to preserve your lifestyle, plan for retirement, educate your children, or create a lasting legacy. We use a disciplined approach that prepares you for life’s transitions and unforeseen events, bringing a tremendous number of resources to bear and doing so with integrity, transparency and unparalleled client service.

Who We Are

 

As one of the leading investment advisory teams in the Fraser Valley/Tri-Cities area, and one of the few advisor groups qualified to offer discretionary Private Investment Management (PIM), we are committed to simplifying and coordinating your financial needs to help you grow and protect your hard-earned wealth.

Meet the team
doctor in page

What We Do

 

At The Lorz Group, we believe the greatest returns are more than financial. Your aspirations are uniquely yours and may involve your family, your business or the legacy you want to leave. We’ll take the time to understand you and create a customized plan that includes strategies and solutions to help grow more than just wealth.

What we do

How We Do It

 

With a disciplined approach, governed by strict standards for education and experience, we strive to give you greater freedom to enjoy what’s important to you. We take on the complexities of portfolio management, protect your financial security, help plan for the future and assist with ensuring your wealth is passed on in a manner that aligns with your goals.

How we do it

Experience. Integrity. Exceptional service 

These core values are out promise to you and what you can expect from us - each and every day 
 

Contact us