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What Makes Us Different
Over a decade of experience means you can expect a service designed around you, and delivered with professionalism.
People should know how much they pay and what they are paying for.
Expect consistency delivered in concise and simple terms, without the industry jargon. Layers of complexity will not be added as your needs grow.
Your Financial Health is more than just investments; various facets of your life are considered.
Our clients are never limited to the expertise of one individual – a team of professionals is constructed with you, to give support not provided elsewhere.
We understand you will hold us accountable to reach a goal – we will honor this.
Any one can look after your money, I look after you.
Lance has been in the investment industry for over a decade. He is a graduate of the University of Guelph with a BComm. in Management Economics and Finance and holds the following designations: Fellow of Canadian Securities Institute, CERTIFIED FINANCIAL PLANNER professional and Chartered Investment Manager.
When Lance is not spending time with his wife Stephanie and their 2 sons, Grayson and Edison, he is involved in the community or play sports with his friends.
It's About you
If you are like many of his clients, you have unique needs and require individual attention. Lance believes that his clients appreciate the time spent upfront to understand their situation and aspirations. He believes that many of them feel that this helps them to 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.
Branch Office: (519) 640-8530
Branch Fax: (519) 640-8552
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.