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Loralie Shinkaruk

Portfolio Manager

  • CFA®
  • BComm

It isn't just about where you are today, it's about where you see yourself tomorrow.

Introduction

Loralie Shinkaruk is a Portfolio Manager who understands the value of experience and has teamed up with other TD Wealth professionals to implement comprehensive wealth strategies for clients. Her career of the past twenty years has been focused on financial planning and discretionary investment management. She has specialized knowledge in working with healthcare practitioners, business owners, busy professionals and affluent families. She also has a keen interest in working with women investors by supporting them through all stages of their financial journey. Loralie holds a Bachelor of Commerce degree from the University of Saskatchewan as well as the Chartered Financial Analyst designation.


Discretionary Money Management

Early in her career, Loralie worked for a private firm that provided discretionary money management to institutions and high net worth clients. Inspired and intrigued with the thought of being able to help people lessen the complexity of managing wealth, she chose to make her own path in discretionary money management. As a Portfolio Manager, Loralie has a duty to act in the best interest of each client and an obligation to put her client's interest before my her own in all recommendations.


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The Client Journey

Outside of work, you will find Loralie training for triathlons. As an athlete, she values the input and perspective brought by a coach dedicated to her success. Similarly, she goes beyond discussions of market and investment performance to coach her clients to achieve their personal goals. Over the years, Loralie has helped her clients navigate difficult markets as well as turbulent life experiences. The world can be unpredictable, complex, frustrating and even frightening at times. She collaborates with her clients to build wealth plans so that they may attain financial security and be confident in their decision-making. She most enjoys seeing her clients live their best life.

Loralie takes every opportunity to see the world – whether travelling or exploring the beautiful outdoors with her husband Kevin. She brings this same sense of adventure and curiosity to having thoughtful and deeper conversations with her clients. As a client, your journey starts with a discovery session that includes learning about your values, uncovering your wealth personality and delving into your wealth priorities.

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After the initial discovery session, Loralie crafts a custom wealth plan which can include investment management, retirement planning, tax-efficient strategies, risk mitigation, estate planning and philanthropic goals. Whether you are making a life transition, planning for the future or being thrown into circumstances beyond your control, working with Loralie brings a sense of financial well-being.

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*Services are provided in collaboration with other TD Specialists.

When choosing a financial advisor, you want the right person for your team. As a CFA® charterholder and Ironman triathlete, Loralie has the knowledge, skills, determination and commitment to meet the needs of her clients and the demands of a changing world.

ADDITIONAL CONTACT

Toll Free: 1(866) 225-7223
Fax: (306) 975-7214
Branch Office: (306) 975-7211

EDUCATION

University of Saskatchewan - BComm - Finance & Economics, CFA Institute - Chartered Financial Analyst

Meet The Team

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Markets soar on vaccine hope and a new U.S. president. But will the rally last?

Equity markets have surged as investors react to Pfizer announcing its COVID-19 vaccine may have a 90% effective rate and to a new president being elected to the White House. Anthony Okolie speaks with Michael Craig, Head of Asset Allocation at TD Asset Management.

Your finances in the New Normal

It seems our pandemic lifestyle will be here for longer than we originally thought and we better get used to it. Here's how a well-rounded financial plan can alleviate at least some of the stresses we may face.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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