Meet our team

Professionals who listen to your needs.

Working together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. We will help you choose the products best suited to your specific needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Our financial advisors | Rumberg Group

Senior Wealth Advisor

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"I run my business like the companies I've run in the past. The client is always central, and we are tuned into the latest innovations in our field. This philosophy fosters a healthy team culture, and it's also a win for the shareholders. It also guides us in providing unparalleled service while building family wealth and changing our clients' lives for the better."

Inspired by – and a diligent student of – business icons from Warren Buffet and IBM’s Thomas Watson to Apple’s legendary Steve Jobs and Bill Gates, Lorraine leads a hand-picked team of devoted professionals she mentors with one simple goal: to change clients’ lives for the better.

Her 40+ years of experience in the financial services industry, her passion and her lifelong commitment drive the Rumberg Group’s unrivaled investment management, wealth management and subsequent insight resulting in out-of-the-box thinking with industry leading client service.

Her quick wit and no-nonsense manner are a direct result of her diverse training typically working from the ground up in a diverse set of roles focused within the Financial industry. She started in her teens, updating bank customer passbooks by hand and then helping the bank convert to computers. Attuned to innovation, she also convinced a Canadian bank president to start an Executive Lending Group that morphed into the first Private Banking program.

As the banks moved into the brokerage business in the eighties, she moved to a full-service brokerage division, as a wealth advisor providing a full suite of investment and wealth-management solutions...an unheard of service that would not surface among the financial institutions until 2000.  She was so successful that, she was recruited to lead turnarounds at three separate financial institutions. Her comprehensive experience with literally every division has given her a ‘hands on’ understanding of how our financial institutions operate.

After seven years of leading turnarounds at financial institutions, she was very troubled that she could not find a wealth advisor with the passion, work ethic and integrity to deliver the investment management, tax planning strategies, retirement and estate planning that she wanted for her family.

Reasoning that there were other people in the same quandary, she chose to be that advisor herself. Today, she spends the majority of her time leveraging the latest technologies to execute her unique hands-on money management style, beginning each day at 5am or earlier, with a review of more than 50 information feeds that alert her and her hand-picked team to information and new trends across the financial spectrum. These include but are not limited to everything from snowbird issues to how to transfer wealth to children and, ongoing changes in tax strategy.

"For the most part, my clients mirror my family.  We started with zero or very little, worked hard to build our wealth which we had no intention of losing, and used tax efficient strategies to maximize our income."

Backed by the extensive resources of National Bank, the country’s sixth largest commercial bank, Lorraine and the Rumberg Group focus on putting the needs of the client first; understanding their lifestyle, family, sensitivities, income potential and financial goals. With this in-depth analysis they set realistic investment objectives with the simple, straight forward team objective of meeting and ideally exceeding expectations at every possible touch point.

Requiring maestro-level time management skill, she strives to lead a balanced life that includes mentoring younger professionals, philanthropic work in her communities, and, most important, being a wife to Ken, mother to Vincent, and active with her family and friends. 

Wealth Advisor

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Daniel’s key responsibilities include:

Wealth Management:  Working in step with Lorraine, and our industry-leading resources at NBF, Daniel prepares financial planning strategies we’ve identified for our clients which include insurance  We provide understandable solutions which are key to providing protection for your family, business succession planning, insuring your mortgage, and for transferring your wealth down to the generations of your family in a tax efficient manner. 

Investment Management:  He conducts Quarterly Review calls with our clients, discussing the client’s key investment management points: Asset allocation, rates of return (compared to target rate of return established in the Financial Plan), and portfolio recommendations.  Daniel is an intuitive listener and will identify and respond to key needs from the discussion which prompt attention to our client’s array of lifestyle needs, including their retirement and estate plan, tax savings opportunities, and their overall family’s needs. 

Meeting prospective clients, assessing the fit for both the client and for our Group.

He is currently enrolled in the Wealth Management Essentials Course, and, the Derivatives Fundamentals and Options Course.

An impeccable work ethic and deep dedication to his clients are part of Daniel’s DNA. Thanks to his nurse mother and his doctor dad – the only surgeon within a three-hour radius of his rural Mexico practice – he learned early the values of hard work and putting clients first. He can well remember family vacations being interrupted by the needs of Dad’s patients. Those early experiences were reinforced when, at just 15 years of age and with some reluctance, Daniel left his close-knit family to learn English in small-town northern Manitoba. But the planned one-year adventure stretched to three as Daniel applied his quick mind and can-do spirit to absorbing a new culture and language, sharing the values of his warm and welcoming host family while finishing high school.

The global financial crisis of 2008 proved a watershed moment for Daniel, hitting while he was studying economics and finance at the University of Manitoba. Deeply affected by the many stories of individuals devastated by the disruption, he saw a clear path forward: to help people be financially secure, just as his parents had worked so hard to help their patients stay healthy.

After getting his degree, he set out on that path and, being accustomed to adapting to new situations, explored a variety of sectors in the financial industry, from banking to commercial insurance, eventually moving to Vancouver to escape the harsh Manitoba winters.

He brings that cutting-edge experience earned over almost 10 years to our clients at The Rumberg Group. Guided by the strong family values that shaped him, he also has the unique perspective of someone raised in a developing country where financial uncertainty places enormous stresses on individuals and families. Above all, he is driven to offer clients one-of-a-kind solutions with world-class service to enable them to meet their goals and aspirations.

Daniel strives to keep balance in his life, taking every opportunity to hike, paddle board, snowboard, kayak, and ATV.  He also enjoys cooking, playing guitar, and having his dog Pepe in his life.

Cynthia Schulz

Wealth Offering Manager

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With decades of experience in the Financial Services industry, Cynthia acts as the Wealth Offering Manager for the Rumberg Group. In her role, Cynthia is responsible for delivering our unparalleled wealth management service offerings. She works closely with our clients to get a detailed understanding of their investment needs, helping them to reach their goals. Her work with clients encompasses all Financial Planning services, including tax strategies, retirement and estate planning. Cynthia also provides support to Mrs. Rumberg in the deployment of the Groups investment recommendations, including Covered Options Strategies. 

From an early age, Cynthia was driven and demonstrated a diligent work ethic. At just ten years old, she began working, often getting up at 4:00 am before school to collect over 100,000 golf balls at the local golf course. By the time she was 12, Cynthia was spending her time after school and on weekends in the kitchen at her father’s coffee shop, where she would prepare food for customers. She went on to work the front counter and was responsible for closing down shop at the end of the day as well as taking care of the money.

Cynthia eventually moved to Alberta, where she met and married her husband, Don. It was here where she began working in the Financial Services industry as a teller and was quickly promoted. The Manager of the treasury branch recognized Cynthia’s ability as a quick learner and aptitude for working with numbers. It came as no surprise that she was subsequently promoted to the position of Posting Machine Operator. After receiving several offers to work for competitors, Cynthia was promoted once again, this time to Current Account Supervisor. After working in finance for some time, she eventually returned to British Columbia to raise her family, which she did for several years.  

While running the household, Cynthia took courses related to her interests, including cake decorating, calligraphy, accounting and computer technology. She was awarded a diploma in Microcomputer Business Applications and was so successful that she was asked to audit new cutting-edge programs for the Academy of Learning. 

As her kids grew up, Cynthia turned her focus back to her career where she was hired as an Associate and was awarded her securities license. It was during this time that she made her way onto Lorraine’s team – through demonstrating her aptitude for performing under pressure and delivering exceptional financial plans for clients. As the Group transitioned to National Bank, Cynthia was instrumental in facilitating the movement of the business.  

When Cynthia isn’t busy writing financial plans for clients, she enjoys relaxing at the lake with her husband and spending time with her grandkids. She is also active in contributing to the team’s philanthropic endeavors, and is passionate about supporting financial literacy, particularly in young women.

Marcus Ference

Insurance Specialist

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As the Rumberg Group’s Insurance Specialist, Marcus analyzes clients’ insurance needs and provides them with personalized strategies to address an array of concerns such as debt reduction, estate enhancement, and intergenerational wealth transfer. Marcus currently holds his BC Life Insurance License and works closely with Daniel and Lorraine to prepare and implement these strategies. Marcus is also responsible for a variety of tasks including issuing premium payments, reviewing cash growth within policies, preparing illustrations, as well as submitting and tracking applications through underwriting. He is the first point of contact for all inquiries relating to insurance.

Growing up, Marcus found an outlet for his competitive nature through soccer where he began playing at age five in the Tim Hortons Timbit soccer league. With coaching from his father, his skills progressed as he advanced in his career. Throughout high school, Marcus played on several competitive soccer teams, most notably Coastal FC in the BC Soccer Premier League. Here he played fullback amongst a roster of talented young men, eventually leading to a provincial championship in 2018. With his successes and accolades, Marcus earned a scholarship to the University of Alberta where he played with the Golden Bears.

Beyond his studies, Marcus worked as an Events Coordinator for the athletic department around his busy soccer schedule. This role played to his strengths in sales and relationship building by putting him face-to-face with the customers where Marcus was responsible for overseeing alcohol sales. By promoting game attendance in the student body, Marcus was able to increase liquor sales and rally support for the U of A teams. This success reinforced his passion for business and led Marcus to discover insurance where he obtained his BC Life Insurance License.

Outside the office, Marcus can be found in the gym, on a trail, or at the beach with family and friends. When COVID-19 protocols shut down gyms and exercise facilities, Marcus discovered hiking to be his new favourite weekend pass-time. He found that visiting hiking destinations such as Garibaldi Lake, Quarry Rock, and Cascade Falls was a great way to stay in shape and get outdoors.

Coming from a large family with loving parents, Marcus holds values such as compassion, empathy, and honesty very true to heart – allowing these values to permeate everything he does.

Judy Fulton

Associate

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Having worked with National Bank for over a decade, Judy supports the Rumberg Group team with her extensive knowledge of National Bank’s inner workings and her administrative skills. As the team’s Lead Associate, Judy oversees the onboarding of new clients, administrative support, and documentation management.

Growing up in a tight-knit community on Lake Erie, Ontario, Judy came to appreciate the value of creating personal connections at an early age. After uncovering this passion, Judy began her career in the Beauty Services Industry, where she worked in a hair salon, growing and servicing her book of many clients. Managing the business necessitated excellent time management and, of course, superb communication skills. 

It was this same passion of working closely with people that led Judy to a long and successful career in customer experience at a major Canadian retailer. Working as a Customer Service Supervisor meant that Judy was right on the front lines of the retail operation, resolving client-related issues, problem-solving in the face of adversity and ensuring clients had a pleasant experience. Her approach to conflict resolution became “kill them with kindness”. Despite working in a client-focused role, Judy’s interest in emerging tech led her to enroll in courses pertaining to Microsoft Office Suite and computers as the business world began to move online.  

In the early 2000’s, Judy moved to British Columbia to raise her family. While remaining involved in her children’s lives, Judy joined the newly minted White Rock Branch of National Bank. She began working at as an Operations Agent, supporting the branch’s day-to-day operations. As she became more skilled in her duties, Judy was promoted to the position of Branch Administrator, where she was solely responsible for the organization and execution of the branch’s daily operations. 

In joining the Rumberg Group, Judy brings her exceptional client communication skills and background in operations and administration. Outside of the office, Judy enjoys exercising and spending time with her family. 

Vincent Rumberg

Associate

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'All Things Technology’

Vincent has a unique role, rarely performed on the front-line of the financial industry.  His full-time focus is on managing the data and technology to ensure the Rumberg Group team is fully informed on all critical aspects of the clients we serve. Our Group prides itself on using leading-edge technology to provide our services to the absolute best of our abilities, to which he is the cornerstone.  Our practice is entirely digitized, with all our staff capable of working at a highly efficient pace, both at our workplace and remotely.  The financial industry is an evolving platform of technology, including unprecedented volumes of data and myriads of hardware and software programs that support the Rumberg Group’s drive to deliver a deep, personalized service plan to our clients.

Street smarts.  Detail-oriented.  Not afraid of discovery.  Empathetic.  Mentally flexible.  Unflappable.

Those are just a few of the words that describe Vincent Rumberg, who brings a wide range of work and life experience to the finance industry.  As a young man with an artistic bent, Vincent was drawn to working with his hands in trades where, for instance, he could satisfy his creative impulse as a landscaper while playing in a rock band on the side.  Several years in an auto body shop as a detailer and glass technician honed his skills at paying attention to detail and his commitment to the adage that if you care to do a thing, do it right.

Vincent also learned from seeing a slice of life most people rarely think about, let alone see when he worked as a disaster restoration specialist, leading a team who worked long hours in often harsh conditions.  It was a crash course in handling adversity and unusual situations, managing colleagues and learning how to support people who were at the lowest point in their lives.

Always eager to discover, Vincent took extra courses on the side to prepare him for his career in the wealth management space.  He has now focused his attention to detail and passion for learning in this fast-evolving industry, where he is adding his real-world experience, pragmatic outlook, and unique perspective on the needs of ordinary Canadians to the unmatched expertise of The Rumberg Group.

Outside of work, Vincent is an avid gamer, from tabletop board games, role playing, war games, to gaming on his PC.  His passionate interest in 3D printing involves all forms of additive manufacturing, and computer science.  Over the years, his involvement with electronic music festivals keeps him current on the latest hardware and software to make that happen.  Hiking, rock climbing, paintball and airsoft keep him fit, and, in touch with his friends and family.  As a talented artist from a very early age, his interest spans the whole art spectrum and its many forms.

Sinon Davy

Associate

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Sinon is working directly with Mrs. Rumberg on 3 key areas for the Rumberg Group:

Our Investment Management Process: Assists with Lorraine’s unique, hands-on investment management, utilizing leading-edge technology to support her disciplined, daily checklists for delivering the results she commits to our clients.

Our NextGen Program:  Leads the Rumberg Group's initiative to provide innovative services to our clients' heirs, directing our program for providing financial literacy to younger generations in a manner that’s engaging, effective and executable.

Our Communications and Social Media:  He manages Lorraine’s communications needs, from her frequent market outlook videos, podcasts, speaking engagements, and the group’s communications to clients. He also leads our social media presence on our website, FaceBook business page, LinkedIn, and YouTube channel.  His engaging demeanor makes him the perfect liaison to guide our clients with all things technology, including the use of FaceTime, Zoom, Teams Meeting, iBooks on their devices, to name a few.

As a recent graduate of the University of British Columbia, Sinon has always had a passion for learning.  To fund the costs to achieve his degree, he worked throughout his university days. Juggling classes, studying, and his work hours, Sinon developed critical time management and organizational skills.

With his drive to elevate his learning opportunities, he accepted an assignment to study in a program that worked closely with the North Atlantic Treaty Organization (NATO). After completing the NATO Defense College in Rome, Italy, he put his newly acquired experience to work while also gaining valuable insight from some of the world's top military professionals. The military environment provided Sinon the ability to recognize that discipline and strong communication skills are critical to success.

Forced to pivot when COVID-19 gripped the world, he started his own construction company testing his entrepreneurial abilities. While operating his business, he brought on clients, dealing with day-to-day business matters, and leading his employees — all the while sharpening his business acumen and communication skills.

Sinon lives an active lifestyle, skiing the local slopes, hiking, snowshoeing, fishing, camping…anything outdoors!   Running and weight training keep him in top shape for the high-paced demands of his work life.

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