Lori Armstrong Email & Phone Number

Lori Armstrong

Financial Planner at Sun Life | Fergus, Ontario, Canada

Lori Armstrong Socials
About Lori Armstrong

Lori Armstrong, CFP® is a dedicated Financial Planner at Sun Life, bringing a wealth of expertise in comprehensive financial planning and investment strategies. In her current role, Lori specializes in crafting tailored financial solutions that align with her clients’ unique goals and life stages. She actively manages a diverse portfolio of clients, guiding them through complex financial decisions related to retirement income planning, insurance solutions, and investment management. Lori’s deep understanding of mutual funds, segregated funds, and life insurance allows her to develop strategies that optimize growth while managing risk effectively.

A key project Lori has recently led involves designing customized retirement income strategies for high-net-worth individuals, ensuring a sustainable income stream that adapts to changing market conditions and personal circumstances. Her expertise in long-term care planning and insurance solutions helps clients safeguard their assets and secure their future, providing peace of mind for themselves and their families. Lori’s approach emphasizes education and transparency, empowering clients to make informed decisions about their financial well-being.

As a Certified Financial Planner®, Lori maintains a client-centric philosophy, leveraging her skills in investment analysis, insurance planning, and financial goal setting to deliver holistic advice. Her commitment to ongoing professional development ensures she stays current with industry trends and regulatory changes, allowing her to provide innovative solutions that meet her clients’ evolving needs. Lori Armstrong’s role at Sun Life exemplifies her dedication to helping clients achieve financial security and confidence through personalized, strategic financial planning.

Lori Armstrong Work
1 experience icon

Financial Planner at Sun Life in July 2011 to Present

2 experience icon

Financial Advisor at Manulife Securities in October 2006 to July 2011

3 experience icon

Marketing Assistant at EFG in October 1998 to October 2006

Lori Armstrong Education

Wilfrid Laurier University

Lori Armstrong Skills

Mutual Funds

Financial Planning

Annuities

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About Lori Armstrong's Current Company
Frequently Asked Questions about Lori Armstrong

What is Lori Armstrong Cfp(r) email address?

Email Lori Armstrong Cfp(r) at [email protected] and [email protected]. This email is the most updated Lori Armstrong Cfp(r)'s email found in 2026.

How to contact Lori Armstrong Cfp(r)?

To contact Lori Armstrong Cfp(r) send an email to [email protected] or [email protected]. (updated on March 15, 2025)

What company does Lori Armstrong work for?

Lori Armstrong works for Sun Life

What is Lori Armstrong's role at Sun Life?

Lori Armstrong is Financial Planner

What is Lori Armstrong's Phone Number?

Lori Armstrong's phone (416) ***-*184

What industry does Lori Armstrong work in?

Lori Armstrong works in the Financial Services industry.

Lori Armstrong Email Addresses

Lori Armstrong Phone Numbers

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