Gloria Lane, CFP
Investment Advisor

Are you looking to take your investments to the next level? Perhaps interested in more sophisticated solutions? Then you will want to meet with Gloria. Gloria has been in the financial services industry for over 15 years and has extensive experience in the mutual fund world. She is a Certified Financial Planner who likes to take a holistic approach when meeting member needs. She looks at the whole picture of her member’s needs and risk tolerance, then tailors a plan specifically for them, looking after the most immediate needs first and then broadening it out over time to the secondary and long term goals. Gloria has lots of experience with pension plans, deferred profit sharing plans and group RRSPs.

During the evenings you might find Gloria out at the Rosetown Golf and Country Club as she is currently learning to golf, or in one of the many fitness classes she likes to attend. The weekends find her back home in Madison, Saskatchewan with her husband Cliff.

To contact Gloria or book an appointment, email gloria.lane@pccu.ca