Episode 20 - 'Clients welcome my strong ethical stance'

         

Lori Pinkowski, Senior Portfolio Manager with Canaccord Genuity Wealth Management, does not waste any time. Spurred on by enterprising parents and inspired by her Oma, she interned at Canaccord at 15 and was a licensed advisor at just 22. She has since gone on to establish a hugely successful practice in Vancouver. In this edition of WP Talk, she talks about her ethical approach and why she likes to know everything about her clients, down to the names of their pets.

The comments and opinions expressed in this podcast are the results of work done by Lori Pinkowski. They may differ from the opinion of Canaccord Genuity’s Research, and should not be considered as representative of Canaccord’s beliefs, opinions, or recommendations. All views expressed in this podcast are provided for informational purposes only and do not constitute an offer or solicitation to buy or sell any securities.

CANACCORD GENUITY WEALTH MANAGEMENT IS A DIVISION OF CANACCORD GENUITY CORP., MEMBER OF THE CIPF AND IIROC.


 

Advertisement