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CFP®, B.A. Econ., B.A. Poli Sci
Senior Wealth Advisor
Larry is the Senior Wealth Advisor and leader of Lovis & Partners Private Wealth. He began his career in 1985 after completing degrees in Economics and Political Science from McMaster University. In addition to the CERTIFIED FINANCIAL PLANNER® designation he obtained in 1994, over the years he has guided clients through many economic cycles and has gained a unique breadth of experience enabling him to assist Canadians to a successful retirement.
In 2018, he published and released his first book Mapping Your Retirement Road: A No-Nonsense Guide to a Financially Better Life nationally to excellent reviews.
His passions outside of work include golfing and fishing with family and friends along with a love of great music.
CFP®, B.Comm(Hons.)
Associate Wealth Advisor
Greg is an Associate Wealth Advisor with over a decade of experience. He graduated from Lakehead University with an Honours Bachelor of Commerce degree and holds his CERTIFIED FINANCIAL PLANNER® designation. Gregory specializes in risk management and technological solutions for the practice.
In his spare time, Gregory enjoys spending time outdoors alongside family and friends.
Senior Associate
With over 20 years of experience in the financial services industry, Laurie brings an unparalleled level of client service and dedication that is hard to find. Her deep understanding of our processes and systems makes her an invaluable member of the team and someone whom clients have raved about on countless occasions.
Associate
Hayley began her full-time career in 2019 after graduating in 2017 with multiple diplomas from Mohawk College specializing in business and financial services.
Hayley provides assistance with day-to-day operations and administration, and has been able to provide her expertise in digital marketing. She recently has taken on the role of handling all mortgage planning and banking services, and is looking forward to completing additional courses of study to obtain her IIROC registration to assist with multi-generational wealth planning.
Associate
Teri has a wealth of experience in marketing, planning, and team building. As a highly trained Life Coach she provides a valuable service to the team and is available for clients’ to access her Life Coaching Practice.
