Lance McDonald Email
Investment Advisor at Wellington-Altus Private Wealth @ West Oak Family Office
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Lance McDonald Location
- Burlington, ON, CA
Lance McDonald Work
- Investment Advisor at Wellington-Altus Private Wealth @ (June 2020 - Present)
- Investment Advisor @ (January 2001 - June 2020)
- Assistant Coach @ (March 2004 - September 2004)
- Financial Associate @ (January 1999 - January 2001)
- Investment Advisor Assistant @ Midland Walwyn (January 1998 - January 1999)
Lance McDonald Education
- Dale Carnegie Training
BUSINESS (MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
2003-2004 - Mohawk College
BUSINESS (MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
1994-1995
Lance McDonald Skills
- Alternative Investments
- Asset Management
- Business Planning
- Client Relations
- Creative Concept Design
- Equity Research
- Financial Analysis
- Financial Planning
- Financial Services
- Investment Strategies
- Investments
- Legacy Giving
- Management
- Multi-generational wealth transfer
- Mutual Funds
- Portfolio Management
- Retirement Income Strategies
- Retirement Planning
- Risk Management
- Wealth Management
Lance McDonald Summary
- Lance McDonald, based in Burlington, ON, CA, is currently a Investment Advisor at Wellington-Altus Private Wealth at Wellington-Altus. Lance McDonald brings experience from previous roles at CIBC Wood Gundy, Dale Carnegie Training, Merrill Lynch and Midland Walwyn. Lance McDonald holds a 2003 - 2004 BUSINESS in MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ Dale Carnegie Training. With a robust skill set that includes Alternative Investments, Asset Management, Business Planning, Client Relations, Creative Concept Design and more. Lance McDonald has 1 emails on RocketReach.
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