"Building and Preserving Personal Wealth" TM

Donald Lofthouse
B. Sc
Financial Advisor

885 Progress Avenue, Suite LPH 3
Scarborough, ON
M1H 3G3

T : 4162890800     Ext: 126
F : 4162896400
C : 6472042320
dlofthouse@keybase.com

My Driving Principle
To help my clients by enhancing their peace of mind and financial security by prudently growing and protecting their wealth.

About Me
I have been married to my wife, Catherine, for over 20 years and I have been in the financial services business for over seven years.

For more than 25 years I have been investing in markets via mutual funds. My professional education includes:

  • Canadian Securities Course (CSC)
  • Handbook of Professional Conduct (HPC)
  • Professional Financial Planning Course (PFPC)
  • Level Two Insurance License
  • Computer Programming Certificate from Seneca
  • B. Sc. in Chemistry from Bishop's University

    In addition to my educational background, I also have personal interests in Tai Chi Chuan, Chi Kung (Chinese meditation system), Live Theatre and volunteer work for the Arthritis Society.

    I have achieved a level of public speaking proficiency by achieving through Toastmasters International my CTM (Certified Toast Master) and CL (Competent Leader).

    My humour has been described as "Wise Wit". I make your head laugh while I slip a message into your heart.

    Specialties

  • Retirement planning
  • Living benefits
  • Socially responsible investing

    My Core Investment Philosophies

  • People focused not product
  • Keep it simple
  • Have a plan and follow it
  • Pay yourself first not last
  • Create an investment mix that is balanced
  • Don't use short time frames to define success/failure
  • Investing is a marathon, not a 100-yard dash
  • Success is time in the market not market timing
  • Difficulty periods can be good buying opportunities
  • Use quality products. Not flavour of the month
  • Invest with tax consequences in mind

    Six Compelling Reasons to Invest with Me

  • I strive to understand your total financial situation
  • I take a balanced approach to investing
  • Ease of contact
  • Regular communication with performance reporting
  • Knowledge of products and services
  • I believe in education and upgrading my skills


  • Keybase Financial Group Inc. is a Member of the MFDA and the MFDA IPC


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