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 – one of Canada’s fastest-growing and top-rated* wealth advisory firms. Wellington-Altus has over $25 billion in assets under administration and is known for its independence, outstanding client experience, including safe custody of assets, and leading-edge technology and investment platforms.
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
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.