For over 25 years, Loris has worked with select families and business owners to deliver a full range of comprehensive wealth management solutions. Loris employs a Family Office approach to financial planning, utilizing the broad expertise of the RBC Wealth Management Services team to provide expert advice on such areas as retirement and estate planning, business owner planning, tax minimization and wealth optimization strategies.
With a focus on growing and preserving long-term wealth, Loris crafts comprehensive investment plans that are tailored to the unique needs and objectives of each client. Loris develops customized solutions that align with his clients' specific circumstances, such as Individual Pension Plans, family trusts, charitable gift programs and permanent insurance structures.
One of the distinguishing features of Loris' investment management service is his emphasis on ongoing communication and education. Loris maintains an open dialogue with his clients and provides regular updates on portfolio performance and market trends. In addition, he works collaboratively with clients' independent tax and legal advisors to recommend integrated and coordinated services to build and protect wealth.
Loris is a holder of both the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations. He also holds a Master of Business Administration (MBA) degree from the Smith School of Business at Queen's University.
Away from the office, Loris is an avid reader and a fan of science fiction. He resides in Vaughan with his wife and two children.
