Lorraine Rumberg

equipe

Investment Advisor

Senior Vice President

Spoken languages : English

Lorraine offers a wealth of experience as your Investment Advisor, with 42 years of experience and contacts throughout the financial services industry in Canada. Leading her solid team of four professionals through all aspects of client service is Lorraine’s passion and commitment.

Lorraine’s practice identifies and manages financial solutions for personal and corporate clients specific to investment management, tax-advantaged investment planning, retirement and estate planning.

Her day-to-day priorities start with investment management, which comprises the majority of her workload as she executes the team’s unique process of “hands-on” money management to ensure your rates of return are managed to your needs and expectations. In addition, she manages the client service model and provides client reviews, bringing in skilled professionals as the need arises. Her “no-nonsense” approach complements her passion and sincerity, and delivers results.

Lorraine’s career has seen her rise through the ranks of two major Canadian chartered banks, and four investment firms – from working as a teller in 1974 through to executive positions.

Always striving to maintain balance in her busy life, Lorraine is an avid philanthropist, gardener, athlete, chef and student pilot. She lives with her husband Ken in White Rock.