Lance MacDonald Location
Kelowna, BC, CA
Lance MacDonald Work
- 2024 - now Wealth Advisor and Portfolio Manager @ Queensbury Group
- 2013 - now Wealth Advisor and Portfolio Manager @ Corbeil Boudreau Groupe Financier
- 2004 - 2013 Investment Advisor @ RBC Dominion Securities
- 1998 - 2004 Financial Advisor @ E-Logic Info Tech Ltd
Lance MacDonald Education
- The University of British Columbia
BA (History & Philosophy)
1995 - 1997 - Royal Roads University1990 - 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
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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Top Queensbury Group Employees
-
John Webster
President at Queensbury Group
Toronto, ON, CA1 -
Alfredo Gomez
Accountant at Queensbury Group
Toronto, ON, CA2 -
Hossam Badawi
Controller at Queensbury Group
Mississauga, ON, CA21 -
Prem Malik
CA, FCA (UK) at Queensbury Group
Toronto, ON, CA1 -
Rick Clarfield
Investment Advisor at Queensbury Group
Toronto, ON, CA2 -
Adrienne Simmons
Relationship Manager at Queensbury Group
Toronto, ON, CA1 -
2
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