Lorena Bruno joined Boudreau and Associates in September 2024 and has quickly become an integral member of the team. After serving as Executive Assistant, she has transitioned into an Associate role, bringing both strong organizational skills and a growing depth of financial knowledge to client service.

She holds a Bachelor of Business Administration with a focus in Finance and Marketing from Thompson Rivers University. Lorena has also completed the Canadian Investment Funds Course (Mutual Funds License) and is currently working toward her Life License Qualification Program (LLQP).

Before joining Boudreau and Associates, Lorena gained valuable experience at one another financial institute, where she developed a strong foundation in client relations and financial services. She continues to support our clients with care and precision, managing communications, preparing files, coordinating meetings, and assisting with tax-related documentation and regulatory access.

Lorena also plays a key role in organizing client education sessions, private events, and community outreach initiatives, including charitable giving and volunteer programs.

Outside of work, Lorena enjoys hiking, traveling, and spending time with her friends and family. She values a balanced lifestyle that fuels both personal growth and professional excellence.