Senior Client Care Manager
Lynn joined our group in 2006. As a licensed assistant, she helps Kristine with the preparation of client reviews, financial planning and implementation of our Wealth Management Experience. Lynn also provides a check and balance system of all of our financial transactions. Her vast knowledge of the industry and her strong commitment to our core philosophy of caring, compassion and integrity, enables her be a wonderful resource and she delivers an exceptional experience to our clients. Lynn holds a Bachelor’s degree from the University of Western Ontario and many years of experience in her early career at an investment dealer with one of the large Canadian banks.