Lance Bennett, BA

Investment Advisor

519-747-6953 | Email me
519-747-1808

A graduate of the University of Western Ontario, Lance has been serving a diverse range of clients as an investment advisor for the past 16 years. For the past decade he has specialized in working with business owners and families to help build wealth and protect capital. As a result of his broad knowledge base and experience dealing with the complexities involved with the dual mandates of running a business while also planning for retirement, Lance is in a unique position to give you the customized strategies that are best suited for you.
 
In 2013, Lance was named to the RBC Dominion Securities President's Club as a result of his hard work on behalf of client's.

Paula Mortimer

Associate

519-747-0133 | Email me
519-747-1808
1-800-265-8720

Paula is an experienced member of the team with a diverse set of knowledge and skills developed over many years in the financial industry. Starting her career in banking as a Customer Service Manager and Account Manager, she transitioned to Wealth Management giving her a unique perspective when dealing with clients as she understands the whole financial picture. Paula is focused on providing exceptional client service and getting to know the client. She is solutions oriented and is always looking for ways to improve the client experience.

Paula is a graduate of the University of Guelph with a Bachelor of Arts degree in Management and Economics. She is fully licensed as an Investment Representative and can accept trading instructions from clients.

Paula enjoys life at her cottage with family and friends, loves kayaking, cycling and travel.

Stephen Wiffen, CLU, CFP®, CH.F.C.

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Alessandra Prioreschi, MA, JD

Will & Estate Consultant, RBC Wealth Management


Scott VanEngen, CPA, CA, CFP®

Financial Planning Specialist, RBC Wealth Management


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