Lorne Bultitude B Admin., CFP, CLU, CHFC
Lorne is a CFP and CLU designated Chartered Financial Consultant with diverse experience in the financial services world extending back to the 1980’s. Prior to joining Beyond Wealth, Lorne was recognized as one of the leading insurance and investment specialists in the country.
Lorne has also been a Branch Manager at both Royal Trust and Imperial Financial Services, in addition to holding other management roles. At Beyond Wealth, Lorne’s primary focus is working with high net worth clients to implement asset accumulation, wealth preservation, estate planning and tax minimisation strategies. A people person with an avid interest in the technical side of investment, Lorne is a rarity.