Loredana has been in the Wealth Management industry since 2008, and she joined the Acumen team in 2016. Loredana brings a diverse background of experience in the investment industry, having worked in various roles at investment firms here in Calgary.
Loredana specializes in providing a high level of service to clients with sophisticated and complex financial needs. Loredana is fully licensed to execute and advise on trades and offers comprehensive support to the Laidlaw/Mulji team and clients alike.
Loredana also provides advice and service to her own client base. She has completed the Canadian Securities Course, Conducts and Practices Handbook Course and the Wealth Management Essentials course. She also participates in the Acumen Morning Market Report on Global TV.