Loren has worked in the capital markets for over 30 years as a relationship and portfolio manager and as an investment banker. Loren is a Fellow of the Institute of Chartered Professional Accountants of Ontario (FCPA/FCA), holds the Canadian Investment Manager (CIM) designation and completed her MBA at the University of Toronto. She has been advising high net worth clients and foundations since 2003. At HighView, Loren works closely with families and foundations in all aspects of investment counselling, portfolio design and allocation and wealth stewardship. She is also a member of the HighView Portfolio Strategy Committee which leads the way to ensure HighView makes the right investment