Lakeshore Securities Expands Growth Strategy While Maintaining Its Independent, Client-First Model

OAKVILLE, Ontario, Sept. 17, 2026 (GLOBE NEWSWIRE) -- Lakeshore Securities Inc. (“Lakeshore”), a leading independent investment advisory and portfolio management firm, is entering its next phase of growth with a new sponsorship of the Institute of Advanced Financial Planners (IAFP) Symposium this September and plans to accelerate its broader growth strategy across Canada.

Across the industry, firms have increasingly signaled growth strategies tied to advisor expansion. In response to this evolving landscape—and building on its historic success—Lakeshore Securities is reaffirming its commitment to strategic growth through both advisor recruitment and targeted acquisitions.

Following years of strong performance and disciplined expansion, Lakeshore Securities plans to continue growing through acquisition to increase assets under administration, broaden its geographic footprint, and expand its advisor base. The firm’s leadership believes that combining organic advisor growth with selective acquisitions positions Lakeshore Securities to deliver enhanced scale, resources, and client solutions.

“Our focus is on partnering with entrepreneurial advisors who want the support of a growing, forward-thinking platform,” said William Podolsky, President and Chief Executive Officer of Lakeshore Securities. “We see significant opportunity to expand our presence while maintaining the culture and client-first approach that has defined our success.”

Lakeshore continues to build on its growth momentum with a clear objective: to cultivate an entrepreneurial environment where experienced advisors can thrive and operate with greater autonomy. Independent by design, Lakeshore provides advisors with the freedom to serve their clients without the constraints and uncertainty of a bank-owned model or a private equity-backed roll-up. The firm provides an alternative to the complex bureaucracy and evolving compensation structures often associated with large integrated and bank-owned investment dealers.

Lakeshore’s business model and leadership expertise are designed to address the key challenges confronting many Portfolio Managers and investment firms today, including building bench strength, executing effective succession planning, and overcoming structural constraints that limit operational efficiency.

About Lakeshore Securities Inc.
Founded in 1999, Lakeshore Securities Inc. is an independent, privately owned investment management firm. Lakeshore provides investment advice and portfolio management services to high-net-worth individuals. Lakeshore Securities has built a reputation for independence, stability, and client-first thinking. The firm is headquartered in Oakville, Ontario. Lakeshore is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF).

Website: www.lakeshoresecurities.ca

Media Inquiries: personallyinvested@lakeshoresecurities.ca
Meghan MacNicol, Head of Business Development Contact: mmacnicol@lakeshoresecurities.ca