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Performance Court
150 Elgin Street
Suite 2100
Ottawa, Ontario
K2P 1L4
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Tel: (613) 783-7888
Toll Free: +1 (800) 267-9345
Fax: (613) 239-2917
The Lonsdale Financial Group

The Lonsdale Financial Group

Tel: (613) 783-7349
Toll Free: +1 (800) 267-9345
Fax: (613) 239-2917
brian.lonsdale@cibc.ca

Brian Lonsdale

Titles & Designations

  • Portfolio Manager
  • Vice-President
  • Investment Advisor
  • Certified Financial Planner
  • Canadian Investment Manager
  • Fellow of CSI

Languages Spoken

  • English

Specialties

  • Managed Money Accounts
  • Advisory & Professional Investment Management Services
  • Fee-based Accounts
  • Options
  • Common Stocks
  • Mutual Funds
  • Segregated Funds
  • Retirement & Estate Planning Services
  • Insurance
  • Alternative Investments

Licensed In

  • Ontario
  • British Columbia
  • Quebec
  • Alberta

Personal Profile

THE LONSDALE FINANCIAL GROUP

Our Mission Statement:

To work with our clients to identify their unique goals and objectives, then establish a customized plan to attain those goals, utilizing appropriate investment and insurance vehicles to suit their particular needs and risk levels.

Committed to OUR CLIENTS!

Committed to EXCELLENCE!

What You Can Expect From Us:

  • Consistent and regular communication
  • A personalized financial plan, tailored for you
  • An investment strategy that focuses on long-term growth with an emphasis on preserving capital
  • Proactive advice, guidance and education

Advisor Managed Account

The Advisory Managed Accounts (AMA) Program offers clients many benefits.
Learn More

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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.