• Home
  • SERVICES
    • Our Value Proposition
    • Insurance Policy Reviews
    • Individual Exec. Benefits
    • Estate Planning
    • Shareholder Funding
    • Key Person Insurance
    • Collateral Life Insurance
    • Personal Risk Management
    • Downloadable Brochures
  • COMPLIANCE
    • Privacy Policy
    • Anti-Money Laundering
    • Complaint Review Policy
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    • Conflicts of Interest
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    • Use of Client Information
    • Client Complaint Form
    • Downloadable Policies
  • CONTACT
  • FR
  • OUR TEAM
  • Assurances LMB
  • More
    • Home
    • SERVICES
      • Our Value Proposition
      • Insurance Policy Reviews
      • Individual Exec. Benefits
      • Estate Planning
      • Shareholder Funding
      • Key Person Insurance
      • Collateral Life Insurance
      • Personal Risk Management
      • Downloadable Brochures
    • COMPLIANCE
      • Privacy Policy
      • Anti-Money Laundering
      • Complaint Review Policy
      • Contributions
      • Conflicts of Interest
      • Fair Market Competition
      • Use of Client Information
      • Client Complaint Form
      • Downloadable Policies
    • CONTACT
    • FR
    • OUR TEAM
    • Assurances LMB
  • Home
  • SERVICES
    • Our Value Proposition
    • Insurance Policy Reviews
    • Individual Exec. Benefits
    • Estate Planning
    • Shareholder Funding
    • Key Person Insurance
    • Collateral Life Insurance
    • Personal Risk Management
    • Downloadable Brochures
  • COMPLIANCE
    • Privacy Policy
    • Anti-Money Laundering
    • Complaint Review Policy
    • Contributions
    • Conflicts of Interest
    • Fair Market Competition
    • Use of Client Information
    • Client Complaint Form
    • Downloadable Policies
  • CONTACT
  • FR
  • OUR TEAM
  • Assurances LMB
The Insurance Advisory Group Inc.

Lori Bentley, Operations Manager

MANAGEMENT RESPONSIBILITIES

Lori Bentley is responsible for overseeing the company’s national operations, including Human Resources functions, finance and accounting services, vendor liaison management and licensing.


EXPERIENCE
Lori has 12 years of experience in the financial services industry serving in research analyst and office management roles with various institutions, including Burns Fry, Scotia Capital Markets and Deutsche Bank Securities. Lori also offers experience in investor relations with Pangea Goldfields and Tiomin Resources.


EDUCATION

  • Canadian Securities Course (CSC) Designation


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