Joining the industry in 2006, Lyndsay has developed an extensive knowledge in comprehensive wealth services including retirement, tax, estate, risk management, philanthropy and business succession planning. Her dedication and compassionate approach ensure that plans are custom tailored to each client’s unique set of circumstances and delivered with a high level of care.
Lyndsay holds her Certified Financial Planner (CFP) designation and Chartered Financial Divorce Specialist (CFDS) designation. She has also completed the Canadian Securities Course (CSC), Conduct practices Handbook (CPH) and Life Licence Qualification Program (LLQP).
Lyndsay is an enthusiast of all things athletic. When she’s not in the office, she can be found playing hockey, slo-pitch and golf. Lyndsay has a passion for tourism. She dreams of galivanting around the globe and has traveled to over 30 countries.
