Lorne Searle

Lorne Searle brings close to four decades of extensive professional experience, 27 of which have been focused on providing holistic tax-focused financial advice. Before becoming a full-time advisor, Lorne consulted for IBM Canada and ran a successful business for six years.

In June 2023, Lorne proudly moved his practice, Searle Wealth Management, to Wellington-Altus Private Wealth – top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. Wellington-Altus has over $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and their high-net-worth clients.

When Lorne isn’t hard at work, he enjoys keeping fit, travelling, music, golf, barbequing, and visiting his family cottage in Manitoba. He is also passionate about encouraging physical senior and family wellness.

Lorne stays up to date on technology, making him well-equipped to help you explore your financial goals through both traditional and innovative, tech-driven methods.

Whether planning for your retirement or helping you maximize your legacy, you can trust in his world-class expertise to help make your family’s financial visions a reality.

*2023 Investment Executive Brokerage Report Card

“Expect the best. Prepare for the worst. Capitalize on what comes.”
— Z. Ziglar