Lonny brings over 35+ years of experience to his role at RBC Dominion Securities as a Senior Portfolio Manager and Wealth Advisor. He believes in providing a personalized and process driven approach to wealth management, and has guided his clients through the highs and lows of multiple market cycles. Lonny works with high net worth individuals & families, corporations, private foundations, trusts, endowments, non-profit societies and pension plans using this disciplined and comprehensive style. This approach to wealth management has placed him as a leader in his field, his community and across Canada.
A veteran of the Financial Industry, Lonny has been honoured as a Fellow of the Canadian securities industry (FCSI) which is the industries highest mark of distinction. He has also completed extensive studies with the Canadian Securities Institute including Canadian Investment Finance (CIF), Canadian Investment Management (CIM), the Professional Financial Planning Course (PFP) and the Canadian Options Course. Lonny is also a Life Licensed Qualified Professional (LLQP). With his extensive experience and strong ethical standards, Lonny has joined an elite group who are entrusted to offer discretionary investment management through the Private Investment Management (PIM) program at RBC Dominion Securities.
Lonny is an avid outdoorsman and musician, is active in his church and has served as Chairman, Treasurer and Director for numerous non-profit societies in his community. He is driven to help all those he can both through the work he does at RBC Dominion Securities and on his own time. He has been married to his best friend, Heather since 1982.