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Lorrie Wright Email & Phone Number

Associate Investment IR and Office Coordinator for Aviso Wealth and Aviso Insurance Peterborough at Credential QTrade Securities and Financial Strategies Peterborough

Location: Trent Hills, Ontario, Canada 4 work roles 6 schools

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✓ Verified Jul 2026 3 data sources Profile completeness 100%

Current company

Credential QTrade Securities and Financial Strategies Peterborough

Role

Associate Investment IR and Office Coordinator for Aviso Wealth and Aviso Insurance Peterborough

Location

Trent Hills, Ontario, Canada

Who is Lorrie Wright? Overview

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Quick answer

Lorrie Wright is listed as Associate Investment IR and Office Coordinator for Aviso Wealth and Aviso Insurance Peterborough at Credential QTrade Securities and Financial Strategies Peterborough, based in Trent Hills, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Lorrie Wright.

Lorrie Wright previously worked as Licensed Investment Rep IR and Office coordinator at Credential Qtrade Securities And Financial Strategies Peterborough and Coordinator and Licensed Assistant at Md Management Ltd. Lorrie Wright holds Financial Planning And Services from Cfp Certification.

Profile bio

About Lorrie Wright

I am passionate about people getting the CORRECT ADVICE on finances, insurance and making sure they understand all their options that are BEST for them, not the company. Believe that Family help you to stay focused on what life is all about, that there is more that is important in life than oneself.My objective in life is to work where my skills and abilities get noticed and helps me to advance in my career. Have learned that no one is perfect, but if you have tried to the best of your ability and believe in what you do that your work life can be fulfilling.

Listed skills include Retirement Planning, Wealth Management, Financial Services, Equities, and 7 others.

Current workplace

Lorrie Wright's current company

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Credential Qtrade Securities And Financial Strategies Peterborough

Associate Investment IR and Office Coordinator for Aviso Wealth and Aviso Insurance Peterborough

4 roles

Lorrie Wright work experience

A career timeline built from the work history available for this profile.

Licensed Investment Rep Ir And Office Coordinator

Current

Credential Qtrade Securities And Financial Strategies Peterborough

Peterborough, Ontario

Look for business opportunities, connect with incoming phone calls, coordinate client appts, for several branch locations linked to the PTBO office, complete client requests for MF, GIC's, Stock (buy/sell), Insurance. Account administration completion, making sure all is sent to correct location, follow up on client requests,

Dec 2012 - Present

Coordinator And Licensed Assistant

Md Management Ltd

Peterborough

Assisted Advisors on appointments, gathering information on investments, coordinate phone conference calls with all IA to go over client meetings for each week. Daily Deposits, all administration paperwork for meetings, and all client requests.

Nov 2009 - Jun 2011

Licensed Sales Assistant

Desjardins Securities

Peterborough, Ontario

Assist 3 stock brokers with their day to day client requests, account administration, set up and dissolve estate accounts, open brokerage accounts, withdrawal requests, buy/sells for client stock requests, deal with all incoming client calls, set up appointments.

Nov 2005 - Nov 2008

Financial Representative

Td Canada Trust

Lindsay, Ontario

account opening, mortgages, loans, Line of credits, mutual fund, GIC, Bond investments, help close of tellers at day end.

Sep 2000 - Jun 2003

6 education records

Lorrie Wright education

Financial Planning And Services

Cfp Certification

3Yr Business Administration And 2 Yr Business Finance Diplomas, Finance, Accounting, Administration

Sir Sandford Fleming College, Peterborough, Ontario

Activities and Societies: did double course load

Iiroc, Banking, Corporate, Finance, And Securities Law

Canadian Securities Institute

Algonquin College,, Hair Styling/Stylist And Hair Design

Perth And District Collegiate

Activities and Societies: Sports teams, cross country, track and field, basketball, theater, choir

Finance, Business And Economics

University Of Toronto

Finance, Business/Managerial Economics

University Of Toronto

FAQ

Frequently asked questions about Lorrie Wright

Quick answers generated from the profile data available on this page.

What company does Lorrie Wright work for?

Lorrie Wright works for Credential QTrade Securities and Financial Strategies Peterborough.

What is Lorrie Wright's role at Credential QTrade Securities and Financial Strategies Peterborough?

Lorrie Wright is listed as Associate Investment IR and Office Coordinator for Aviso Wealth and Aviso Insurance Peterborough at Credential QTrade Securities and Financial Strategies Peterborough.

Where is Lorrie Wright based?

Lorrie Wright is based in Trent Hills, Ontario, Canada while working with Credential QTrade Securities and Financial Strategies Peterborough.

What companies has Lorrie Wright worked for?

Lorrie Wright has worked for Credential Qtrade Securities And Financial Strategies Peterborough, Md Management Ltd, Desjardins Securities, and Td Canada Trust.

How can I contact Lorrie Wright?

You can use AeroLeads to view verified contact signals for Lorrie Wright at Credential QTrade Securities and Financial Strategies Peterborough, including work email, phone, and LinkedIn data when available.

What schools did Lorrie Wright attend?

Lorrie Wright holds Financial Planning And Services from Cfp Certification.

What skills is Lorrie Wright known for?

Lorrie Wright is listed with skills including Retirement Planning, Wealth Management, Financial Services, Equities, Financial Analysis, Investments, Portfolio Management, and Mutual Funds.

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