Douglas Lane

Experienced. Ethical. Client Focused.

Douglas Lane, MA, CFA, CFP, RFP
President, UDP 
Director & Portfolio Manager
(905) 634-4944
Alternate: (905) 528-3090

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, insurance, tax and estate planning.

Doug graduated from McMaster University with a Bachelor and a Master of Arts degree in Economics, and is a CFA® charterholder. Doug also completed the requirements for the Certified Financial Planner (CFP) and Registered Financial Planner (RFP) designations.

He had corporate management experience in Montreal and Toronto with two leading manufacturing companies, as well as, a research analyst with a major investment dealer on Bay Street. He 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.

March 2024
Registered Plans for Investment Strategies

December 2023
Mind Games

September 2023
The Silent Tax

Always seek advice from a registered investment advisor based on your specific circumstances and current information before making any investment decisions.