Brian Lonsdale, CFP, CIM, FCSI
Senior Wealth Advisor
Portfolio Manager
With over 24 years of investment experience, Brian provides sound technical expertise and is responsible for the team's financial planning and discretionary portfolio management. He has an astute capability for recognizing and analyzing trends in the capital markets and holds the designations of Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). In addition, Brian is an experienced discretionary portfolio manager under our Advisor Manager Account program and is qualified to assist clients in setting up unique investment and Estate planning strategies to attain their goals.
Kealy Doherty
Client Associate
Kealy provides a high level of friendly and efficient client support. She can be called upon to investigate all administrative questions as well is fully licensed to conduct trades. She is a very valuable member of our team.
Brian Lonsdale, CFP, CIM, FCSI
With over 24 years of investment experience, Brian provides sound technical expertise and is responsible for the team's financial planning and discretionary portfolio management. He has an astute capability for recognizing and analyzing trends in the capital markets and holds the designations of Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). In addition, Brian is an experienced discretionary portfolio manager under our Advisor Manager Account program and is qualified to assist clients in setting up unique investment and Estate planning strategies to attain their goals.
Kealy Doherty
Kealy provides a high level of friendly and efficient client support. She can be called upon to investigate all administrative questions as well is fully licensed to conduct trades. She is a very valuable member of our team.
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