Lorraine Lavery | BA, CLU, CEB, ChFC, TEP | 
Vice President & CEO

Lorraine is the managing partner of the company and since 1980, has been responsible for the overall business operations, financial industry compliance requirements, as well as the analysis of financial products and the development of concepts used to achieve clients’ estate and succession planning goals.

Lorraine is an active member of many organizations.  She is a Past President of the Ottawa Chapter of Advocis, the Financial Advisors Association of Canada, served on the Board of Directors of the Queensway Carleton Hospital Foundation, and was Program Chair for the Ottawa Branch of STEP (the International Society of Trust and Estate Practitioners).  Lorraine is a past Board member of the Ottawa Chapter of CAFE, the Canadian Association of Family Enterprise.