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Lionel has had extensive experience in the fields of financial planning, investment consulting and mutual fund management.
Lionel started his career with several years in auditing and as chief financial officer for a public company in the computer services business. Then, in 1972, Lionel became the chief financial officer of an investment counsel firm and had the responsibility for administration and compliance for a family of mutual funds. When he moved to Montreal in 1975, he became an investment research analyst and portfolio manager and built a clientele. This was in addition to his role as chief financial officer of the firm and its family of mutual funds. Moving to Boston in 1982 as Vice-President Investments with a major investment counsel firm, Lionel was responsible for building its institutional business in Canada.
Collectively, Lionel was a Senior Portfolio Manager for 18 years in Montreal, Boston and Toronto with different investment counsel and mutual fund management firms. He has participated on several investment industry committees. He founded the North York Branch of an Assante predecessor dealer in 1993. Lionel works closely with other professionals, such as lawyers and accountants, in the implementation of plans.
Lionel is now joint owner of the Assante branch office in North Toronto, along with his business partner, Nino Pannozzo. This branch now has nine financial advisors. Lionel is the Branch Manager for the mutual fund dealer, with responsibility for the training, supervision and compliance of other financial advisors.
Lionel is a Director and Past President of the North York District Chartered Accountants Association. He is a Practitioner Member of Advocis, The Financial Advisors Association of Canada. Periodically, Lionel writes articles on financial planning and investment subjects and is quoted in the press and has appeared on television.
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