What you can expect from us:

  Complete Independence and Objectivity

As a portfolio manager, I am licensed to make investment decisions on your behalf. All investments are based solely on your personal investment objectives and financial goals.

   Full Transparency

My fee is based on the market value of your investments. I do not receive any fees or incentives related to selling investment products, therefore our interests are aligned.

  A Defined Process

I work to increase the value of your investments while ensuring risk is minimized. I minimize risk through proper diversification, quality of investments, and dividend income.

  Professional Excellence

I manage your comprehensive financial health with a team of experts in retirement and estate planning, tax strategies, insurance and private banking.

  Superior Client Service

My team and I are able to provide superior service by limiting the number of client relationships we have. You will receive a highly personal experience based on your needs. Money is personal and emotional and we are there to help in every way we can.

RBC Race for the Kids

Sep 20, 2025 08:00 AM Eastern Daylight Time - Sep 20, 2025 12:00 PM Eastern Daylight Time
Location To Be Determined

As many as 1.25 million youth in Canada will experience some form of mental health problem, yet 3 out of 5 will not receive the treatment they need. 

Sunnybrook’s Family Navigation Project (FNP) is a free service that pairs youth aged 11 to 29 who have mental health and/or addictions challenges, and their families, with clinically trained navigators who connect them with the services they urgently need. FNP serves families in the Greater Toronto Area and some communities in Ontario.

The Livingstone Wealth Management Group is proud to share that our Associate Advisor Lindsay Navarro will be the captain of the Yorkville Branch team. We will be raising money and encouraging our colleagues, friends and family to walk along with us and to DONATE NOW!

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Lori Livingstone's CFA designation is the gold standard in the investment industry. Click here to find out why it matters to you.

Complimentary Second Opinion

My team provides a complimentary second opinion service to determine if your current investment portfolio is properly structured to achieve your goals. Learn more.