Douglas Lane​

Doug has been an independent financial planner since 1991. With his broad knowledge of the financial services industry, Doug 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, risk management, tax and estate planning. He develops a diversified investment portfolio tailored to each client, to achieve their goals and objectives.

Prior to joining Wellington-Altus Private Counsel, Doug was President, UDP and Portfolio Manager at Wickham Investment Counsel Inc., prior to its sale to Wellington-Altus Financial Inc. in 2024. In addition  Doug has corporate management experience having worked with two leading manufacturing companies in Montreal and Toronto. He was also a research analyst with a major investment dealer on Bay Street and was co-founder and President/Director of the successful mutual fund dealer Odyssey Capital Corporation for ten years. He continues to be an active participant in several investment and planning industry associations.

Doug graduated from McMaster University with a Bachelor and a Master of Arts degree in Economics and is a CFA^MD charterholder. Doug also completed the requirements for the CERTIFIED FINANCIAL PLANNER^MD and Registered Financial Planner (RFP) designations.