Financial planning abbotsford

Work From The Heart

It’s undeniable. Lorraine loves what she does.

She loves being able to help people. She loves how every day looks different from the other. She loves the activity of the office and juggling phone calls, emails, and paperwork at the same time.

With over 25 years in the industry, she particularly enjoys the opportunity to help clients find peace of mind, and in many cases, find the area of personal finance very overwhelming and complicating. She cherishes the longevity of relationship she holds with the team’s clients.

The Personal Touches

Lorraine looks for ways to extend the highest level of personal care to the team’s clients. In a given day, this will involve her:

  • Helping clients sort through overwhelming paperwork
  • Walking through statements with elderly clients
  • Helping clients access online features
  • Proactively reaching out to initiate contact with clients

She ensures that the client experience is something that can’t be found elsewhere, and that it contrasts with the poor, impersonal realities faced by clients when dealing with a large institutional bank.

Digging for Answers

Lorraine loves solving problems. She knows there’s always an answer and enjoys tracking down the solution quickly and efficiently. Clients appreciate knowing that “Lorraine is on it” and see her involvement in the team as invaluable.

An Early Interest in Financial Affairs

Being raised in an immigrant family, Lorraine knows what it’s like to make a fresh start and needing to work to establish a foundation. When she was just four years old, her family moved from Brazil to Abbotsford, where Lorraine started elementary school without knowing a word of English. This early challenge fostered an instinctive desire to “dig deep” and work through trials, despite how insurmountable they may seem.

Since she was a child, Lorraine knew that she wanted to be involved in the world of finance. She figured that one day she’d pursue a formal CGA designation to engage in the career professionally. Motivated by this objective, she took accounting courses all the way through high school to set herself up for her ideal career path.

Along the way, Lorraine worked selling general insurance and attending university, prior to eventually joining an existing financial planning practice. In this role, she spent the first 10 years of her career in the paperwork end of the business, ensuring the timely completion of various trades and transactions. With time, she transitioned into a more client-facing role, spending more time engaging with clients, which provides the personal interaction that she really values.