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Senior Investment Advisor
Lorne Searle brings close to four decades of extensive professional experience, 27 of which have been focused on providing holistic tax-focused financial advice. Before becoming a full-time advisor, Lorne consulted for IBM Canada and ran a successful business for six years.
In June 2023, Lorne proudly moved his practice, Searle Wealth Management, to Wellington-Altus Private Wealth – top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. Wellington-Altus has over $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and their high-net-worth clients.
When Lorne isn’t hard at work, he enjoys keeping fit, travelling, music, golf, barbequing, and visiting his family cottage in Manitoba. He is also passionate about encouraging physical senior and family wellness.
Lorne stays up to date on technology, making him well-equipped to help you explore your financial goals through both traditional and innovative, tech-driven methods.
Whether planning for your retirement or helping you maximize your legacy, you can trust in his world-class expertise to help make your family’s financial visions a reality.
*2023 Investment Executive Brokerage Report Card
“Expect the best. Prepare for the worst. Capitalize on what comes.”
— Z. Ziglar
Associate Vice-President, Wellington-Altus Insurance
Connie joined Wellington-Altus Private Wealth in 2019. Based in Winnipeg, she works closely with advisors and clients to preserve and pass on wealth. With over 20 years in the financial services industry, Connie takes pride in fostering strong relationships built on trust and integrity.
Connie graduated from the University of Winnipeg with a Bachelor of Education and holds her Certified Financial Planner (CFP®) and Certified Health Specialist (CHS) designations. She is licensed across the country to provide life, accidental and critical illness solutions through Wellington-Altus Insurance Inc.
She loves to cook, enjoys travelling and is fanatic about baseball. Between May and September, she can be found at Shaw Park with her husband Clint and daughter Madison cheering on her hometown Winnipeg Goldeyes.
CFP®, TEP
Senior Wealth Planner, Wellington-Altus Financial
Jennifer joined Wellington-Altus in November 2022 and is based in Toronto, ON. She is a Senior Wealth Planner with over 20 years of experience delivering holistic wealth guidance for affluent Canadians. Jennifer has a passion for educating clients so that they are empowered to make good financial decisions, and she has a particular affinity for estate planning.
Most recently, Jennifer was a Wealth Strategist for several years at one of Canada’s big banks, providing financial planning advice for clients of the brokerage, private investment counsel, private banking, and corporate/commercial divisions. In prior roles she has been a private banker and financial consultant working primarily with medical doctors and their families.
Jennifer graduated from Carleton University with a Bachelor of Arts in Linguistics and has obtained her CFP® and TEP designations.
In her spare time, Jennifer enjoys travel, taking in live music, knitting and walking Toronto’s waterfront and ravines.
LL.B., LL.M. TAX, TEP
Vice-President, Advanced Wealth Planning Strategy & Services
Judith joined Wellington-Altus in May 2022 and is based in Kelowna, BC. She works with advisory teams and clients across Canada to bring innovative tax strategies to their wealth plans. Judith believes a client’s objectives must drive any tax plan and loves helping clients find personalized solutions to their planning needs.
Prior to joining Wellington-Altus, Judith spent over 10 years at top-tier law and accounting firms advising clients on complex tax issues. Passionate about tax and making tax planning relevant and accessible to all, she regularly prepares presentations on various tax issues and has contributed to numerous publications on selected tax topics. She has been a speaker at various Canadian Tax Foundation conferences and a facilitator and lecturer for CPA Canada’s “In-Depth Tax Program”.
Judith graduated from the Université de Montréal with a Bachelor of Laws in civil law and a Master of Laws in taxation (jointly with HEC Montréal). Judith is a lawyer with the Barreau du Québec and a Canadian Legal Advisor with the Law Society of British Columbia.
Outside of work, she is an avid runner and cyclist, and loves to explore local trails. She can often be found enjoying the outdoor mountain playgrounds that surround her home.
Senior Investment Advisor & Portfolio Manager
Dustin Van Der Hout’s ability to identify overlooked opportunities in the alternatives space and differentiated approach to value investing is the foundation of Van Der Hout Associates Wealth Management’s practice. Throughout the downturn and recovery of 2008, Dustin was a research analyst in New York at one of the most respected research-driven firms in the U.S. Working directly with the founder, chairman, and CEO, Dustin learned how to advise sophisticated, high-net-worth investors who demanded investment acumen. He went on to work alongside top portfolio managers across North America, developing unique strategies and sourcing individual equity ideas.
After years of communicating with C-level executives, attending industry conferences, and reading through diverse research reports, Dustin was driven in 2011 to start a practice advising private clients in his hometown, Toronto, and building his own team. There, he began to introduce pension fund-style investment solutions to business owners, professionals and their families while starting a family of his own.
Since starting his practice, he has grown his assets year after year and has continued to expand his team. He has earned a reputation as a valued and fast-growing advisor. Dustin has found a niche in value investing and analyzing alternative investments, working with a wide array of clients to meet their wealth goals through broad diversification, active management, and low-volatility portfolios. He also displays thought leadership through published articles, newsletters, and major publications.
Dustin enjoys spending time with his wife, their two daughters and their son. An avid reader, he devours books on history and finance and makes time to golf and ski.
