Grad Spotlight - Lori Campbell, MFA

Lori Campbell earned her MFA-Succession and Estate Planning Specialist designation in 2012 and has been a frequent delegate of the Distinguished Advisor Conference over the last seven years. We are pleased to have Lori as one of our distinguished grads.

How the MFA Designation Program Has Been Valuable:

“The courses of the MFA designation program are immediately applicable in real life situations and very helpful in advising clients. Thank you for helping me do important work.”

Meet Lori Campbell, CIWM, FCSI, MFA:

Lori is a seasoned Financial Industry professional with a flair for understanding the needs and challenges of organizations and clients. With fifteen plus years in the financial industry as an advisor, coach and wealth management leader, Lori brings a unique perspective to the challenges facing advisors and clients in today’s ever-changing wealth management landscape. 

As former Head of Wealth Advisory Consulting (BMO Nesbitt Burns), then Vice President, Professional Development (Canaccord Wealth Management), Lori has successfully partnered with numerous advisors to enhance, grow and build longevity into their practices.

In her current role as Senior Business Development Manager at Sun Life Financial, and as an active member of Coachville’s Graduate School of Coaching and the International Association of Coaching, Lori infuses unique coaching principles into the value-added education and training she creates for advisors today.

Lori is a Certified International Wealth Management professional (CIWM), Master Financial Advisor (MFA) and Fellow of the Canadian Securities Institute (FCSI).