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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.
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.
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