Lorna Phelps, CFP, RPA

Financial Security Advisor

Lorna is a Financial Security Advisor and has been a co-owner of Puhl Employee Benefits Inc. since 1990. She is licensed for life and health insurance in Alberta, British Columbia, Saskatchewan and Ontario. Lorna successfully completed the Canadian Investments Funds Course from the Investment Funds Institute of Canada in 1993 and has held the professional designations of Certified Financial Planner since 1996 and Retirement Plans Associate since 2003.