As a TEAM we are dynamic!
  

Lori Van Geffen
Sales Assistant
Dundee Private Investors Inc.

Lori began her career with a local trust company in 1995 and since moving to our office in 2000, has continued to broaden her already extensive knowledge in the financial services area. Lori continues to develop her knowledge of financial planning through ongoing participation in courses and seminars. Lori assists the planners in the office, as clients progress through the unique Flagstone Financial Group Planning Process.

Marg has extensive experience in financial services, having worked with a local trust company since 1978. This has contributed to her proficiency in the processing of investment orders, follow up and paying special attention to detail. Marg is an integral part of the Flagstone Financial Group Team and is qualified to answer all client questions.