About Tiffany Lusher
As an accomplished Portfolio Manager with over 23 years in financial services, I’ve had the privilege of assisting physicians, professionals, and families. Specializing in responsible and impactful investing, estate planning, and philanthropy, I ensure sound financial planning.
My toolkit includes:
- Chartered Investment Manager (CIM)
- Master Financial Advisor – Philanthropy (MFA-P)
- Certified Financial Planner (CFP)
Committed to close collaboration, I prioritize understanding my clients’ genuine needs and desires, guided by honesty, integrity, continuous learning, and empathy. Taking pride in providing steadfast guidance to my clients as they navigate their financial paths.
I’m a member of the following organizations:
- Canadian Association of Gift Planners
- Kelowna Estate Planning Society
- Fraser Valley Estate Planning Council
- W North
Outside work, I embark on travel adventures with my husband, cherishing moments with my two dogs and find fulfillment in staying active. I am a passionate follower of F1, tennis, and baseball.
Typical Clients
My clients are based in BC, Alberta and Ontario. I offer in-person or virtual meetings.
- Families
- Professionals
- Incorporated individuals