Meet The Team
Investment Advisor
Investment Advisor
Lori has been providing comprehensive wealth planning advice to families for over 20 years. She uses her extensive wealth management experience to identify and assess personal and financial goals leading to the development of customized investment and wealth planning strategies. She believes that having a personal wealth strategy in place that evolves over time is the key to financial success.
Client Service Associate
MBA
Mabel was born in Hong Kong and moved to Vancouver in 1992 to pursue her MBA at Simon Fraser University. She joined Ellery Wealth Advisory Group in 2002 and brings over 20 years of experience in the investment industry. Mabel is fluent in English, Cantonese and Mandarin.
Mabel has earned a reputation for her knowledgeable, efficient and caring client service and exemplary business expertise. She is a recipient of the quarterly TD Star Award*, which honours employees who have delivered exceptional results and demonstrated Star qualities – Service, Teamwork, Achievement and Results.
In her spare time, Mabel enjoys travelling, exploring new restaurants and taking photos.
*The TD Star Award honours employees who have delivered exceptional results and demonstrated Star qualities – Service, Teamwork, Achievement and Results throughout the year. In addition, recipients have met challenging criteria by proactively driving improvements to productivity and efficiency, contributing to the business and developing and implementing key business strategies.
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