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Vice-President & Portfolio Manager
Wayne manages the team and oversees all investment portfolio decisions, practices and strategies. He started the McDowell Financial Management Team to help make investors’ most cherished financial goals attainable. He’s lived through many market corrections and knows, first-hand that circumstances can change in a flash. Wayne’s valuable experiences and proven ability to manage volatility and protect portfolios form the cornerstones of his strategy and are keys to his success.
Kelsey is responsible for market research, security analysis and portfolio management recommendations. Prior to joining the team, Kelsey worked as a Financial Analyst for the Region of Peel, Product Specialist at Scotia iTrade and Investment Associate at ScotiaMcLeod.
Lisa is our customer service specialist and ensures clients get the service they expect from the McDowell Financial Management Team. Prior to joining the team, Lisa worked as a Service Representative for BMO Financial Group.
One place One team All your financial needs
All your financial needs
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