Loren Francis, MBA, FCPA, FCA, CIM

loren-francis

Vice President & Principal

Loren has worked in the capital markets for 24 years as a relationship and portfolio manager and as an investment banker. Loren is a Fellow of the Institute of Chartered Professional Accountants of Ontario (FCPA/FCA), holds the Canadian Investment Manager (CIM) designation and completed her MBA at the University of Toronto. She has been advising high net worth clients and foundations since 2003.

At HighView, Loren works closely with families and foundations in all aspects of investment counselling, portfolio design and allocation and wealth stewardship. She is also a member of the HighView Portfolio Strategy Committee which leads the way to ensure HighView makes the right investment decisions to meet clients’ needs and goals, including analysis and due diligence on investment manager selection, adjusting to shifting markets, working closely with the investment managers they recommend, and monitoring process and performance. Loren believes that goals based needs assessment, combined with transparency and stewardship, results in sustainable investment assets and peace of mind that clients are seeking.

Loren has 16 years of experience as a board director in the not-for-profit sector. Loren serves on the Canadian Advisory Board of Right to Play, a charity dedicated to empowering children in disadvantaged communities through play. She previously served on the Oakville Hospital Foundation Board for 9 years (2008-2017), and the Finance, Risk, Audit and Investment Committee of the Oakville Hospital Foundation for 8 years (2008-2016). Loren was on the Investment Committee of the Oakville Community Foundation for 3 years (2013-2016), and she is a past board member, Co-Chair Fundraising, and Chair of the Investment Committee of Sheena’s Place, a not-for-profit supporting patients and their families suffering from eating disorders (2002-2009).


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