475 West Georgia St., Suite 720, Vancouver, BC V6B 4M9
T: 604-684-2196 | F: 604-684-2396 Map It
Senior Vice president in our Vancouver office, Lynne helps a variety of executives and professionals define and achieve their personal financial goals throughout their careers and into retirement. An expert in financial, tax and estate planning, she guides her clients towards financial independence through customized and objective advice that puts her clients’ needs first and foremost in everything she does for them. Lynne also helps many retired clients grow and protect the assets they have created. Lynne has many long-term relationships with her clients, testament to the quality counsel she provides and the trust she earns.
A clear and compelling communicator, Lynne is a sought-after speaker and former personal finance columnist at the Vancouver Sun. She has a knack for relating investment terms and concepts to non-specialists, a skill that brings peace of mind to her clients.
Lynne joined T.E. Wealth in 1999, having been a fee-only financial planner for more than 10 years before then. She earned both the Registered Financial Planner designations and was awarded the CFP® designation. She has devoted many hours to the financial planning profession through service on boards of professional organizations, including the Institute of Advanced Financial Planners, of which she was the founding president, and currently sits on the Board of Regents.
A resident of Vancouver, Lynne is an avid sailor and traveller.
Conseillers T.E. est une marque de commerce et une désignation commerciale de iA Conseil en placement inc. (« IACP »). IACP est une filiale indirecte en propriété exclusive de Industrielle Alliance, Assurance et services financiers inc. (« IAASF »). IAASF est inscrite à la bourse de Toronto (symbole:IAG). IACP est inscrit à titre de gestionnaire de portefeuille dans toutes les provinces, à titre de gestionnaire de fonds d’investissement en Ontario, à Terre-Neuve-et-Labrador et au Québec, et à titre de courtier sur le marché dispensé en Ontario.