Robin Lazo, Client Engagement Specialist

Robin is a Client Engagement Specialist at Financial Wealth Builders. Robin works alongside Ennio Longo and Harper Price helping develop customized financial plans and providing research. Her responsibilities include client service, new client onboarding and transitioning new client portfolios to the firm.

Prior to joining Financial Wealth Builders, Robin’s experience includes critical roles at Fidelity Investments, CIBC Investment Banking and CPP Investments.

Robin lives in Durham region and loves to spend time with her family, her dogs Brodie and Ted and enjoys the practice of yoga.

Robin Lazo
Phone 416-497-0008 x 227
Email robin@fwb-inc.com

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