About Lori Bamber

Lori Bamber is a freelance writer, an inspirational personal finance coach and speaker, and a communications advisor to not-for-profit organizations.

Chatelaine Magazine’s Money Expert from 2004 to February 2007, her articles now appear regularly in special reports within the Globe and Mail and Report on Business. Formerly a regular contributor to Alberta Venture Magazine and BCBusiness Magazine, Lori is widely quoted in publications such as Canadian Living and Today’s Parent as a personal finance coach. She also works behind the scenes as a writer and communications advisor for not-for-profit organizations, in both consulting and volunteer roles.

Lori co-hosted CKNW’s daily Moneyline, guest-hosted Money Talks on the Corus Radio Network, and has been a guest of radio and television programs across the country, including Marketplace, The Gill Deacon Show and CBC NewsWorld.

The author of seven books on personal finance and investment, she is an inspiring keynote speaker and workshop facilitator.

The desire to help people achieve financial well-being contributed to Lori’s rapid climb through the ranks of the financial industry, where she worked in many areas of financial services, including tax, RRSP, RRIFs, estates, investments and financial planning. In 1995, after serving as vice president of operations and manager of trust services, she became the only executive vice president of Vantage Securities, a financial services firm with 170 advisers in Alberta and British Columbia and more than $1 billion in assets under administration.

In 1996, struggling to balance the demands of career with the needs of a growing family, she concluded that “having it all could, in fact, be too much.”

“I found I wasn’t alone,” says Lori. “As a society, we’re wealthier than ever before, but depression, obesity and chronic disease rates are skyrocketing. We’re staying too long in jobs that aren’t satisfying, and working more than is sustainable for our health and our families. No matter how much money we manage to accumulate, we worry it won’t be enough. We are always hungry for more. At the same time, we’re starved for meaning, for time – and for rich relationships with family, friends, community and the astonishing planet we inhabit.”

“We can change all of that, by changing our relationship to money.”

After resigning from “the job of a lifetime” in 1996, Lori began writing her first book, Financial Serenity, and working directly with clients as a financial adviser. In 2000, she left active practice to focus on freelance writing and communications.

“The exploration that resulted in the Financial Serenity process, which I mapped in my book of the same name, became my way of life: the means that allowed me to transition from an unsatisfying, stressful struggle to balance work and life, to the realization of my lifelong dreams and purpose. By aligning work, meaning and money, we can achieve our richest possible life – a life that lights us up, is a source of inspiration and energy to those around us, and contributes greatly to healing our broken world.”