McIver Lochran Group

Bill McIver and Martin Lochran have joined together to manage their clients’ wealth and investments using a team approach to ensure continuity of service, a great deal of experience and the ability to offer discretionary portfolios.

Bill has been an Investment Advisor for 40 years. Martin has been a Portfolio Manager for 14 years, entering the industry after a successful career as an executive of a multinational corporation. Collaboratively, Bill and Martin build and manage portfolios for a loyal group of clients who have diverse needs.  Lori Quirke manages the administration of their practice, ensuring expedient resolution to all matters. No matter the position you find yourself in financially, the McIver Lochran Group has the experience to offer you clarity and a solution for your financial needs and goals.

We would be pleased to meet with you to discuss how we can improve your financial affairs.