Johnson Legacy Raymond James - Lori Samuels

Business Hours

About

Lori Samuels, a Kelowna - based wealth manager with Raymond James since 2005, has over 20 years’ experience in the investment industry. Lori is dedicated to delivering wealth management advice to clients – particularly woman. Her knowledge, depth of experience and her strong interpersonal skills are significant assets when helping clients determine and achieve their goals.

Lori holds a Bachelor of Arts degree from the University of Calgary and has successfully completed several courses through the Canadian Securities Institute. She now holds the Chartered Investment Management CIM® designation and her expertise and professionalism earned her the coveted Fellow of CSI (FCSI®). The FCSI® is the industry’s highest award of distinction that recognizes leading professionals for their outstanding educational dedication, experience and record of achievement.