Loredana has been a dedicated professional in the wealth management industry since 2008 and joined Acumen in 2016. With a diverse background in the investment sector, she has held various roles at leading investment firms in Calgary, bringing a wealth of experience and insight into her current position.
Loredana specializes in delivering personalized service to clients with sophisticated and often complex financial needs. Fully licensed to advise on and execute trades, she plays a key role in supporting the Mulji Team and growing her own client base.
She has successfully completed the Canadian Securities Course, the Conduct and Practices Handbook Course, and the Wealth Management Essentials course, equipping her with a strong foundation to provide informed, strategic investment advice.
Outside of work, Loredana enjoys running outdoors, experimenting with new recipes in the kitchen, and getting lost in a good book.
