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Jennifer Lorz, Pfp, Cim Email & Phone Number
Senior Portfolio Manager and Wealth Advisor
at
RBC Dominion Securities
1 work email found
@rbc.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Manager and Wealth Advisor
Location
Greater Vancouver Metropolitan Area, Canada
Company size
Who is Jennifer Lorz, Pfp, Cim? Overview
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Quick answer
Jennifer Lorz, Pfp, Cim is listed as Senior Portfolio Manager and Wealth Advisor at RBC Dominion Securities, a with 5670 employees, based in Greater Vancouver Metropolitan Area, Canada. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Jennifer Lorz, Pfp, Cim.
Jennifer Lorz, Pfp, Cim previously worked as Senior Portfolio Manager & Wealth Advisor at Rbc Dominion Securities and Financial Planner at Rbc Wealth Management. Jennifer Lorz, Pfp, Cim holds Chartered Financial Analyst Program, Level I from Cfa Institute.
Company email context
Email format at RBC Dominion Securities
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*@rbc.com
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AeroLeads found 1 current-domain work email signal for Jennifer Lorz, Pfp, Cim. Compare company email patterns before reaching out.
Profile bio
About Jennifer Lorz, Pfp, Cim
At the Lorz Group of RBC Dominion Securities, my Team and I manage the portfolios of a diverse client base of high net worth families, business owners, and trusts. I have been managing assets for over 25 years, using a disciplined approach that prepares you for life’s transitions and unforeseen events. As a Team, we quarterback every aspect of your financial picture, to eliminate or alleviate your fears, and take advantage of every opportunity to preserve your lifestyle, plan for retirement, educate your children, or create a lasting legacy. We bring a tremendous number of resources to bear to do so with integrity, transparency and unparalleled client service.I deeply value the long-term relationships I have built with these clients and their families. Over the years, I have found it gratifying to see retirees pursue lifelong dreams, donors make a difference in their communities and children graduate from college as clients continue to follow and refine their outlook on wealth.
Listed skills include Customer Service, Strategic Planning, Strategic Financial Planning, Discretionary Investment Management, and 33 others.
Current workplace
Jennifer Lorz, Pfp, Cim's current company
Company context helps verify the profile and gives searchers a useful next step.
Rbc Dominion Securities
5 roles
Jennifer Lorz, Pfp, Cim work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager & Wealth Advisor
A Registered Representative with the Investment Industry Regulatory Organization of Canada (IIROC), Jennifer is an accredited Financial Planner and Investment Advisor with the knowledge and experience to assist clients in creating wealth management strategies tailored to your evolving needs. Your goals and concerns may vary at different stages of your life. Together, through continuing dialogue and by asking questions, we seek to drive deeper discussion to help us understand where you are now in your financial life and where you expect to go.
Financial Planner
An experienced and accredited professional with the knowledge to help you develop a personalized financial road map to assit you in achieving your financial goals - and ultimately your life goals - both easily and effectively. I specialize in assisting with the transition into retirement - creating a paycheque for yourself in retirement in the most tax-efficient manner. I structure your investments based on your personal circumstances including your time horizon, your tolerance for risk and your desired level of involvement while ensuring the geographic and sector diversification of those investments.
Sep 2013 - Apr 2016
Financial Planner And Associate Investment Advisor
A Registered Representative with the Investment Industry Regulatory Organization of Canada (IIROC) bearing a recognized record of achievement in areas of Relationship & Discretionary Investment Management, Portfolio Modelling and Private Client Initiatives. I bring to the table a thorough knowledge of securities markets, integrity and professionalism in my delivery to both clients and colleagues, a passion for the effective communication and implementation of wealth management solutions. Exemplary track record in growing and retaining a book of private clients by providing full service wealth management through the combination of effective portfolio management, financial planning, estate and legacy planning, tax coordination, and unequaled client servicing;Created customized Investment Policy Statements allowing me to better translate clients’ goals and circumstances into thoughtful, well-executed investment strategies.
Nov 2003 - Sep 2013
Private Client Associate
Rbc Private Counsel
Mar 1999 - Nov 2003
Team & coworkers
Colleagues at RBC Dominion Securities
Other employees you can reach at rbcds.com. View company contacts for 5670 employees →
SS
Sukhjinder Singh
Colleague at Rbc Dominion SecuritiesEtobicoke, Ontario, Canada
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MP
Mitchell Plata
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
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PT
Parth Taneja
Colleague at Rbc Dominion SecuritiesCanada
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JT
Jessica Thib
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
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GH
Goldie H.
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
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AC
Andrew Couvell
Colleague at Rbc Dominion SecuritiesVancouver, British Columbia, Canada
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Andrew Frank
Colleague at Rbc Dominion SecuritiesOttawa, Ontario, Canada
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MC
Mousumi Chatterjee
Colleague at Rbc Dominion SecuritiesMontreal, Quebec, Canada
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MC
Mark Chandler
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
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SD
Stephen Dunn
Colleague at Rbc Dominion SecuritiesSault Ste. Marie, Ontario, Canada
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Sukhjinder Singh
Colleague at Rbc Dominion SecuritiesEtobicoke, Ontario, Canada
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MP
Mitchell Plata
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
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PT
Parth Taneja
Colleague at Rbc Dominion SecuritiesCanada
View →
JT
Jessica Thib
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
View →
GH
Goldie H.
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
View →
AC
Andrew Couvell
Colleague at Rbc Dominion SecuritiesVancouver, British Columbia, Canada
View →
AF
Andrew Frank
Colleague at Rbc Dominion SecuritiesOttawa, Ontario, Canada
View →
MC
Mousumi Chatterjee
Colleague at Rbc Dominion SecuritiesMontreal, Quebec, Canada
View →
MC
Mark Chandler
Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada
View →
SD
Stephen Dunn
Colleague at Rbc Dominion SecuritiesSault Ste. Marie, Ontario, Canada
View →
7 education records
Jennifer Lorz, Pfp, Cim education
Chartered Financial Analyst Program, Level I
Cfa Institute
Chartered Investment Manager (Cim®), Wealth Management
Canadian Securities Institute
Professional Financial Planning (Pfp) Diploma, Personal Financial Planning
Institute Of Canadian Bankers
Conduct And Practices Course (Cph), Specialization In High-Level Investment Strategies Tailored To Affluent Clients.
Canadian Securities Institute
Canadian Securities Course (Csc)
Canadian Securities Institute
Bachelor Of Commerce (B.Com.), Global Business Management
Bachelor Of Commerce (B.Com.), International Business/Trade/Commerce
FAQ
Frequently asked questions about Jennifer Lorz, Pfp, Cim
Quick answers generated from the profile data available on this page.
What company does Jennifer Lorz, Pfp, Cim work for?
Jennifer Lorz, Pfp, Cim works for RBC Dominion Securities.
What is Jennifer Lorz, Pfp, Cim's role at RBC Dominion Securities?
Jennifer Lorz, Pfp, Cim is listed as Senior Portfolio Manager and Wealth Advisor at RBC Dominion Securities.
What is Jennifer Lorz, Pfp, Cim's email address?
AeroLeads has found 1 work email signal at @rbc.com for Jennifer Lorz, Pfp, Cim at RBC Dominion Securities.
Where is Jennifer Lorz, Pfp, Cim based?
Jennifer Lorz, Pfp, Cim is based in Greater Vancouver Metropolitan Area, Canada while working with RBC Dominion Securities.
What companies has Jennifer Lorz, Pfp, Cim worked for?
Jennifer Lorz, Pfp, Cim has worked for Rbc Dominion Securities, Rbc Wealth Management, and Rbc Private Counsel.
Who are Jennifer Lorz, Pfp, Cim's colleagues at RBC Dominion Securities?
Jennifer Lorz, Pfp, Cim's colleagues at RBC Dominion Securities include Sukhjinder Singh, Mitchell Plata, Parth Taneja, Jessica Thib, and Goldie H..
How can I contact Jennifer Lorz, Pfp, Cim?
You can use AeroLeads to view verified contact signals for Jennifer Lorz, Pfp, Cim at RBC Dominion Securities, including work email, phone, and LinkedIn data when available.
What schools did Jennifer Lorz, Pfp, Cim attend?
Jennifer Lorz, Pfp, Cim holds Chartered Financial Analyst Program, Level I from Cfa Institute.
What skills is Jennifer Lorz, Pfp, Cim known for?
Jennifer Lorz, Pfp, Cim is listed with skills including Customer Service, Strategic Planning, Strategic Financial Planning, Discretionary Investment Management, Personal Financial Planning, Investment Advisory, Estate Planning, and Personal Tax Planning.
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