Principal, HighView Financial Group
LOREN FRANCIS, PRINCIPAL, HIGHVIEW
With over 30 years of capital markets experience, Loren, Principal and Portfolio Manager with HighView, works closely with families and foundations, and collaborates with their trusted advisors, in all aspects of investment counselling, portfolio design and allocation, financial and tax planning, philanthropy and wealth stewardship. She is a member of the HighView Portfolio Strategy Committee, responsible for analysis, due diligence, selection, and ongoing monitoring of investment managers, and researching new investment ideas. Loren also has a keen interest in ESG and Impact investing.
Loren also has over 20 years of experience as a board director in the not-for-profit sector including time with the Canadian Advisory Board of Right to Play, The Oakville Hospital Foundation, and Sheena’s Place.
Loren completed her MBA at the University of Toronto, and holds the FCPA, CPA and CIM designations.
Contact Details: lfrancis@highviewfin.com 905-330-2219
www.lorenfrancis.ca
www.highviewfin.com
www.linkedin.com/in/lorenfrancis