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I have been in the business since 1982, starting out with one of Canada’s largest Financial Planning companies. This holistic approach lead to obtaining the my CFP designation in 1987.

My practice today is made up of myself and oldest son Matthew, along with associates Debbie McCallum and Gina Robbins. Together we run our Lane Wealth Advisory Group under the TD Wealth, Private Investment  Advice channel.  We offer the full suite of investment products but our focus is taking that holistic view of ones situation with an emphasis on tax and estate planning.

Matt is active in our local sailing community and a member of the Sarnia Yacht Club’s board.  I am active in golf and curling and have been a board member of the Sarnia St. Joseph’s Hospice for the last 5 years.

I have recently acquired my CEA designation and as a Certified Financial Planner I will take the time to
understand your current situation, help you identify your future needs and I will work with you to customize a plan to help you meet them.  I am now better able to assist my clients with the many questions that arise if they are required to carry out the responsibilities as an Executor/Executrix.  I am also able to sit down with clients and their families to help them implement Estate Planning. Through hard work and persistence I am driven to provide strategies to assist my clients in developing a sound financial plan to help them make informed choices when faced with life’s inevitable changes. 

I can help you plan to live the life you want with the
resources you already have.  Whatever your needs, working with a CFP professional is a crucial step in helping you ensure your current and future financial well-being.

Being born and raised in Northwestern Ontario I understand
the challenges that people face living in a small rural community.  Having had 25 years of experience in the financial services industry provides me with even more opportunities to assist my clients with every aspect of their
financial planning.

I strive to offer superior service, crystal clear financial advice and recommendations based on the individual needs and goals of every client.

I seek to educate and help clients build a financial plan that suits their objectives and most importantly, identify the right tools, strategies and products to maximize their wealth potential.

My goal is to establish a working relationship with each client built on mutual trust and integrity – no pressure, just sound, honest and transparent advice. To this end, I do not charge for consultations and welcome any opportunity to give a second opinion.

In 2010, I graduated from the University of Saskatchewan with a Bachelor’s Degree in Commerce. In December of that year I started with ASF Advisory Group Inc. where I studied and became licensed to advise and sell segregated investment funds, life insurance, disability insurance and critical illness insurance. I also became a Notary Public.

In 2011, I completed the Exempt Market Products course and became a registered dealing representative to sell and advise on Exempt Securities through Meckelborg Financial Group LTD (MFG LTD), an exempt market dealer.

In 2014, I completed my designation in Financial Planning and became a Certified Financial Planner® professional.

In 2016, I completed the Canadian Securities Course with honours.

In July 2022, I completed a designation in investment management and was granted the Chartered Investment Manager® designation.

CFP®, FCSI, FCUIC, RIS

Currently more focused on Estate Planning. 

Over 20 Years experience, helping clients improve their financial well-being, specializing in Estate, Retirement and Tax planning.  Located in Etobicoke at the 427 and Bloor.

As a serial entrepreneur, the majority of my career has been developing creative and much-valued products and services for the funeral and financial services industries.  With two estate settlement kits and countless public speaking engagements under my belt, I've helped hundreds of thousands of people throughout North America fulfill the important duties during one of life's toughest times - the death of a loved one.

I'm here if you encounter any estate related questions/situations that you may be unsure of.  Feel free to share them with me and I promise to return with succinct and easy to understand answer. 

I look forward to connecting and helping you support the families you serve.

Personal profile

“Experience proves that Balance, Diversification, Time and Good management are the recipe for successful investing”

So true, with helping and enjoying the accomplishments with my clients and includes everything I personally try to accomplish in my everyday living.

I enjoy being active, coaching minor hockey and having lots of giggles, laughs, hugs and kisses with family and friends.

A good relationship with an advisor can help take the complexity out investing.

Services

Investment Process

 -understanding your financial goals, obstacles and interests

Investment Beliefs

 -maintain objectivity, manage risks, and tax-smart investing

DFP

Dementia  Friendly Professional

We know, given the aging population, this will occur with some clients. Advancing age is the number one risk factor for such conditions as dementia and Alzheimer’s disease

I create a safe and trusted practice / environment to prepare my clients along with family members in dealing challenges with financial management.

At Professional Investments

"We plan the creation, enjoyment and transfer of multi-generational wealth, for motivated people."