With more than 12 years of experience working with some of the top national investment advisory firms, Lindsey leads our Client Service Team with precision and unwavering confidence.
Previously working as an assistant and remaining licensed herself, Lindsey sets high expectations for the team when it comes to exceeding client expectations. Her extensive knowledge of wealth management administration and complex investment issues, accumulated from over 15 years in financial services, provides comfort to our clients.
Lindsey’s knowledge is the cornerstone for the Client Service Team and leaves clients knowing we are capable of handling sophisticated transactions. She has years of experience dealing with Estates, Trusts, Private Investments, Overseas Pension Transfers, Canada Revenue Agency issues and more.
When not at work, Lindsey enjoys spending time with her husband and three children skiing, mountain biking, camping and fishing. She also loves relax at her cabin on Hornby Island, is an avid runner and reader and is passionate about politics and the environment.