Lloyd has over 20 years of public accounting and financial planning experience. Most recently, he was a principal with Connor Clark Private Trust, a highly respected wealth management company. Before joining Connor Clark, Lloyd was a partner with Deloitte & Touche, a national accounting firm.

Lloyd specializes in serving the unique needs of health care professionals and owner-managed businesses. His expertise includes tax and estate planning, practice succession and personal financial planning.

In addition to Lloyd's role as a valued advisor to his clients, Lloyd also serves as the Chairman of the Joint Executive Committee of Waterloo Regional Hospitals and is a Board member of St. Mary's Hospital.

Professional Experience

2000 to present MDKS - Health Care Partner
1996 to 2000 Connor Clark Private Trust - Principal
1994 to 1996 Deloitte & Touche – Partner
1982 to 1994 Touche Ross & Co. – Partner
1980 to 1982 Davidson & Lesonsky, CA - Partner
1978 to 1980 Coopers & Lybrand – Staff Accountant

Community Involvement

Chairman, Joint Executive Committee of Waterloo Regional Hospital - present
Board member, St. Mary’s Hospital – 1988 to present
Board member, Social Resource Planning Council – 1989 to 1994 (Chairman in 1993)
Treasurer & Board Member, St. Andrew’s Presbyterian Church – 1990 to 2000

Education

University of Windsor, 1976
Ontario Institute of Chartered Accountants, CA, 1978
Canadian Securities Course, 1997
Professional Financial Planner, 1999

Interests

Various sports, hiking, and spending time with my family.