As Vice President & Principal, Loren is responsible for business development and managing client relationships. Loren is also on the Portfolio Strategy Committee providing oversight, due diligence and selection of investment managers and strategies. Given Loren's board work in the Not-for-Profit sector and as relationship manager with a number of family foundations, she has a keen interest in Social Impact Investing. At HighView, we are wealth architects whose sole purpose is to provide… Show more As Vice President & Principal, Loren is responsible for business development and managing client relationships. Loren is also on the Portfolio Strategy Committee providing oversight, due diligence and selection of investment managers and strategies. Given Loren's board work in the Not-for-Profit sector and as relationship manager with a number of family foundations, she has a keen interest in Social Impact Investing. At HighView, we are wealth architects whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. Peace of mind is achieved through our everyday activities and interactions with our clients. We take the time to listen and get to know our clients so we can understand their needs, goals, and tolerance to risk. This insight, combined with our diligent research, allows us to build a unique solution for each client. Our philosophy is grounded on a commitment to excellence, to go above and beyond in all that we do. We work toward success as a team, combining our individual strengths to reach greater heights.We strive to earn the confidence and trust of our clients by acting with integrity to provide caring and objective advice that reflects our professional expertise. At all times, we uphold our promise to be honest and transparent with our clients, affording them the respect they deserve.We are passionately committed to a client-first culture, where values such as caring, excellence, respect, and teamwork are not only encouraged but are, in fact, “Our Way of Life”.We are independent investment stewards for affluent families and foundations. Acting as your outsourced Chief Investment Officer we closely work with you and your professional advisors to design, implement, and manage tailored wealth programs and investment strategies to protect your wealth and create long term sustainability. Show less

Barometer Capital Management is an independent privately held asset management firm that manages discretionary investment portfolios for private investors, foundations and endowments.

Key relationship manager for a portfolio of public and private companies, predominantly in the Retail and Entertainment sectors, focused on capital market financing, M&A and strategic advisory work and credit analysis, including the execution of numerous debt and equity financings of over $4 billion in total.Managed deal processes including preparation of offering memorandums, greensheets, due diligence and financial analysis. Involved in 18 IPOs. Planned and coordinated annual Retail… Show more Key relationship manager for a portfolio of public and private companies, predominantly in the Retail and Entertainment sectors, focused on capital market financing, M&A and strategic advisory work and credit analysis, including the execution of numerous debt and equity financings of over $4 billion in total.Managed deal processes including preparation of offering memorandums, greensheets, due diligence and financial analysis. Involved in 18 IPOs. Planned and coordinated annual Retail Conference (1998-2002), published Semi-annual Capital Markets Report for the Retail Sector. Show less

Completed Chartered Accountant designation. Worked in the real estate consulting group assisting on projects including market research, property assessment, feasibility studies, financial analysis, systems review and competitive analysis. Specialized in entertainment, sport and leisure developments such as public facility, resort and theme park development.Completed various audits of companies in the Toronto region with a focus on real estate, financial and industrial clients… Show more Completed Chartered Accountant designation. Worked in the real estate consulting group assisting on projects including market research, property assessment, feasibility studies, financial analysis, systems review and competitive analysis. Specialized in entertainment, sport and leisure developments such as public facility, resort and theme park development.Completed various audits of companies in the Toronto region with a focus on real estate, financial and industrial clients. Audit work included drafting and performing various audit procedures, drafting letters to management and preparing annual financial statements and tax returns. Show less