Profiel
Mr. Douglas M.
Lane, CFA, is a President, UDP Director & Portfolio Manager at Wickham Investment Counsel, Inc. He has been an independent financial planner since 1991.
With his broad knowledge of the financial services industry, he applies his experience by taking a creative and intelligent approach to problem solving for clients.
He focuses on the unique needs of individuals and corporations for portfolio management, insurance, tax and estate planning.
Mr. Lane was previously employed as a Founder, President & Director by Odyssey Capital Corp.
He had corporate management experience in Montreal and Toronto with two leading manufacturing companies, as well as, a research analyst with a major investment dealer on Bay Street.
He was co-founder and President/Director of the successful mutual fund dealer Odyssey Capital Corporation for ten years.
He graduated from McMaster University with a Bachelor and a Master of Arts degree in Economics, and is a CFA charterholder.
He also completed the requirements for the Certified Financial Planner (CFP) and Registered Financial Planner (RFP) designations.
Actieve functies van Doug Lane
| Bedrijven | Functie | Begin |
|---|---|---|
Wickham Investment Counsel, Inc.
 Wickham Investment Counsel, Inc. Investment ManagersFinance Wickham Investment Counsel, Inc. (Wickham) is an independent Canadian investment management firm headquartered in Hamilton, Ontario. Wickham was founded in 1999 by a group of experienced portfolio managers to provide independent investment management services to individuals, institutions and other organizations. | President | 01-01-2010 |
Eerdere bekende functies van Doug Lane
| Bedrijven | Functie | Einde |
|---|---|---|
Odyssey Capital Corp.
 Odyssey Capital Corp. Investment ManagersFinance Part of Power Financial Corp., Odyssey Capital Corp. is a Canadian company that manages mutual funds and sells related financial products. The company is based in St. Catharines, Canada. Odyssey Capital was acquired by IPC Investment Corp. on January 31, 2006. The company was founded by Bruce E. Terker. | Corporate Officer/Principal | - |
Opleiding van Doug Lane
| McMaster University | Graduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
Man
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Wickham Investment Counsel, Inc.
Wickham Investment Counsel, Inc. Investment ManagersFinance Wickham Investment Counsel, Inc. (Wickham) is an independent Canadian investment management firm headquartered in Hamilton, Ontario. Wickham was founded in 1999 by a group of experienced portfolio managers to provide independent investment management services to individuals, institutions and other organizations. | Finance |
Odyssey Capital Corp.
Odyssey Capital Corp. Investment ManagersFinance Part of Power Financial Corp., Odyssey Capital Corp. is a Canadian company that manages mutual funds and sells related financial products. The company is based in St. Catharines, Canada. Odyssey Capital was acquired by IPC Investment Corp. on January 31, 2006. The company was founded by Bruce E. Terker. | Finance |
