Join us on June 7th, 2016 to see Larry Berman, best known as host of Berman's Call on The Business News Network (BNN)
at the Elm Hurst. Click here to learn more and register.
Any one can look after your money, I look after you.
Lance has been in the investment industry since 2007. He is a graduate of the University of Guelphwith a BComm in Management Economics and Finance, is a Fellow of the Canadian Securities Institute, a CERTIFIED FINANCIAL PLANNER professional and a Certified Investment Management.
Lance is involved in hockey, sitting on the Belmont Minor Hockey Executive as the OMHA and Shamrock Representative. He is the Vice President of the Shamrock Hockey League, coaches teams throughout the year and works with youth goaltenders. He also volunteers in his community as a member of the Belmont Lions club, SARI and a board member of the Tillsonburg Chamber. In his spare time he also plays hockey, baseball and golf or is spending time with his wife Stephanie, thier son Grayson and their friends and family. Lance lives in Dorchester with Stephanie, Grayson, their black lab, cat and two quarter horses.
It's About you
If you are like many of his clients, you have very unique needs and require individual attention. Lance’s clients appreciate the time spent upfront to understand their situation and aspirations. Many of them feel that this helps them build a long-lasting trusted relationship which is very crucial to them.
Lance is committed to building a solid, lasting relationship with all his clients. Keeping clients informed is a top priority for him, and this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. Lance regularly reviews goals, strategy and portfolio performance with his clients.
At TD Wealth Private Investment Advice, we offer you a complete range of investment and wealth management services. We recognize that financial needs vary throughout your life and that your personal goals evolve over time. We’re here to help you take care of all your wealth considerations so that you and your family can enjoy peace of mind during any of life’s transitions.
To learn more about investment and wealth management strategies, click on any of the wealth considerations below or contact us for more details.