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Lori Lee

Lori Lee

Business Development Consultant - Kelowna and Area

Manulife Bank of Canada

British Columbia, Canada

Think about how amazing life is when money is not a concern, when you sleep comfortably and when financial surprises come up they have little impact. With the right cashflow plan, it can be easy to adopt a healthy outlook on your short and long term finances.





Manulife Bank

Business Development Consultant

Having a passion for helping people make the most of their money is unique, and that is just what I love to do. The Financial Advisors that work with me learn unique and simple strategies to help their clients successfully and painlessly reduce their debt load and increase their savings portfolio.

It may be time to look at locking in some of your variable mortgage position:

The 5yr yield is at levels not seen since before Christmas. Get your rate holds in, to be


Mount Royal University

Mortgage Broker Certificate, Bachelor of Arts, English

I came into the financial industry organically. Although my formal education is listed, I actually consider my most valuable education the time I spent at a startup airline called 'WestJet'. I consider this my Real World MBA, where I learned about dollar cost averaging, investments, money management and budgeting, and how a well functioning team can have incredible impact.

What is this 'Manulife One' thing all about?

Banks have taught the majority of Canadians how to bank - developed a complicated and multi-product management system, and have blurred the lines between 'helping' and 'selling'. This video will describe how you can get your money to work harder for you, and see how simple banking can be.