Senior Wealth Advisor
Lance and his team are passionate about offering their clients tailored advice and financial solutions. They are humbled by the trust of their clients and value the many long-term relationships they have, some which span over 30 years. Lance uses a personal and comprehensive approach with his clients to develop unique investment solutions that are both transparent and easy to understand.
During his career Lance has been recognized by National Bank Financial for various accomplishments, most notably as one of four national finalists for Portfolio Management Excellence, and recently his team was honoured to be awarded Regional Team of the Year in 2019.
After graduating from the University of Calgary with a Bachelor of Commerce degree with a concentration in Finance, Lance began his career in the investment industry as a Wealth Advisor in 1992. Since then, he has been committed to working with professionals, business owners and families to develop and implement comprehensive wealth management solutions and investment strategies.
Lance has continued to enhance his investment expertise and professional development to ensure he can always provide his clients with comprehensive and current advice. He is a Certified Investment Manager (CIM) and has completed numerous other courses through the Canadian Securities Institute that gives him an extensive breadth of knowledge in wealth management.
Lance is a man of integrity and is dedicated to his family and friends. He has been married to his wife Nicole for 25 years and together they have two wonderful and accomplished children. In addition to spending time with family and friends, Lance enjoys hiking, golfing, skiing, fly fishing and travelling to experience new cultures.