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Lori McHenry

Investment AdvisorVice President

  • CFP®
  • CIWM
  • PFP®

"Working together to help you achieve what truly matters to you"


My goal is to help you reach yours.
   
Prior to joining TD Wealth Private Investment Advice, I held a number of senior positions within TD Bank Financial Group.  With a proven track record and over 25 years industry experience, I will be your professional partner.  Together, we will establish a wealth plan that will give you and your family peace of mind.  

My clients enjoy exceptional service and know that they can trust me to look after their financial future.

I will develop and recommend a dynamic investment solution that is customized to suit your goals and objectives. Collaboratively, with a team of experts, we will navigate through market complexities, filter through relevant information and offer you integrated and personalized investment solutions. 

My goal is to continually earn your trust and your business by providing you with outstanding service, sound advice and integrated wealth solutions tailored to you.    At TD Wealth, we have access to specialists that have specific expertise in meeting the unique needs of affluent clients.  As a firm, we believe in the value of an integrated wealth management strategy and offer everything you may need to grow, manage and transition your wealth.

I look forward to working with you to help you achieve your long term financial goals.  It would be my pleasure to prepare an investment and wealth plan for you and your family.  Please contact me directly by telephone at 519 941 4460 or email me at lori.mchenry@td.com.

 
Our Wealth Services Include:

  • Retirement Income Planning                                          
  • Wealth Protection
  • Insurance
  • Succession Planning for Small Businesses  
  • Portfolio Management
  • Will and Estate Planning
  • Trust Services
  • Charitable Giving Strategies
  • Tax Minimization

About Me:

  • Over 25 years of industry experience
  • Designations:
    • Certified International Wealth Manager (CIWM)
    • Certified Financial Planner (CFP)
    • Personal Financial Planner (PFP)
    • Fellow, Canadian Securities Institute (FCSI)
    • Fellow, Institute of Canadian Bankers (FICB)
    • Canadian Securities Certification (CSC)
    • Bachelor of Business Management (honours); Ryerson
  • Community Involvement:
    • Rotary Club of Orangeville Highlands
    • Headwaters Hospital– Volunteer
  • Hobbies/Interests:
    • Golfing, Skiing, Biking, Hiking

ADDITIONAL CONTACT

Toll Free: (888) 290-6886
Fax: (866) 941-4128
Branch Office: (866) 641-2717
Branch Fax: (905) 456-1949

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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