Lance MacDonald Email
Wealth Advisor and Portfolio Manager @ Queensbury Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Lance MacDonald Location
- Kelowna, BC, CA
Lance MacDonald Work
- Wealth Advisor and Portfolio Manager @ (May 2024 - Present)
- Wealth Advisor and Portfolio Manager @ (March 2013 - Present)
- Investment Advisor @ (February 2004 - March 2013)
- Financial Advisor @ (September 1998 - February 2004)
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.
Looking for a different Lance MacDonald?
Find contact details for 700 million professionals.
Others Named Lance MacDonald
Lance MacDonald
Senior Project Manager
Danville, CA, US
Lance MacDonald
Account Manager
Brisbane City, QLD, AU
Top Queensbury Group Employees
Hugh McLelland
Chairman and CEO
Toronto, ON, CA
David Kinnear
Financial Advisor
Toronto, ON, CA
Ron Loch
Senior Financial Advisor
Mississauga, ON, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co