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Lance MacDonald Location
Kelowna, BC, CA
Lance MacDonald Work
2024 -now Wealth Advisor and Portfolio Manager @
2013 -now Wealth Advisor and Portfolio Manager @
2004 -2013 Investment Advisor @
1998 -2004 Financial Advisor @
Lance MacDonald Education
The University of British Columbia
BA (History & Philosophy)
1995-1997
Royal Roads University 1990-1993
Lance MacDonald Skills
Investment Portfolio Management
Risk Management
Strategic Wealth Planning
Making Economics and Markets Make Sense
Financial Planning
Estate Planning
Wealth Management
Wealth
Investment Portfolio
Financial Advisory
Investment Management
Mutual Funds
Investment Advisory
Securities
Finance
Investment Strategies
Financial Services
Investments
Retirement Planning
Asset Allocation
Equities
Management
Strategy
Lance MacDonald Summary
Lance MacDonald, based in Kelowna, BC, CA, is currently a Wealth Advisor and Portfolio Manager at Queensbury Securities. Lance MacDonald brings experience from previous roles at National Bank Financial, RBC Dominion Securities and TD Bank. Lance MacDonald holds a 1995 - 1997 BA in History & Philosophy @ The University of British Columbia. With a robust skill set that includes Investment Portfolio Management, Risk Management, Strategic Wealth Planning, Making Economics and Markets Make Sense, Financial Planning and more. Lance MacDonald has 2 emails on RocketReach.
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