Brian Lonsdale of The Lonsdale Financial Group is rank 47 in Wealth Professional Canada's 2017 Top 50 Advisors
The Lonsdale Financial Group
CIBC Wood Gundy
Ottawa, ON
With two decades of experience in the advisory business, CIBC Wood Gundy’s Brian Lonsdale has
been able to accumulate $120 million in assets, adding $7 million in the past year alone. Holding CFP, CIM and FCSI designations, Lonsdale oversees financial planning and discretionary portfolio management at Lonsdale Financial Group, where he creates custom investment and estate planning strategies for his 300 clients.
CIBC Wood Gundy
Ottawa, ON
With two decades of experience in the advisory business, CIBC Wood Gundy’s Brian Lonsdale has
been able to accumulate $120 million in assets, adding $7 million in the past year alone. Holding CFP, CIM and FCSI designations, Lonsdale oversees financial planning and discretionary portfolio management at Lonsdale Financial Group, where he creates custom investment and estate planning strategies for his 300 clients.
