Lori Bournon's Contact Details

Lori Bournon's Company Details

Grey Silo Wealth Ltd. | Manulife Securities Investment Services Inc.

Waterloo, ON, CA • 5 - 9 Employees
Investment Bank/Securities Brokerage

I provide professional financial advice for Individuals, Families, and Business Owners primarily in Ontario, Manitoba, and Alberta. I specialize in working with business owners in technology, agriculture, construction, excavation, demolition, and the skilled trades. The 1000+ existing clients in these industries have formed the cornerstone of our client base for over 30 years. Our familiarity with the issues and opportunities in these industries help us give tailored advice.I've been quoted in The Globe And Mail, Macleans's, Advisor.ca , and featured in Investment Executive for our strategies to attract and maintain relationships with young entrepreneurs. Recent media appearances include as a guest on SiriusXM 167 & as the cover story of FORUM Magazine for November/December 2017.