Lindsay’s role as Business Leader and Associate Investment Advisor is integral to the sustained satisfaction of our clients.
She has been leading our team to ensure all clients enjoy an exceptional advisory experience since 2001. As an Associate Investment Advisor, Lindsay is also focused on providing wealth management and financial planning advice to clients. As she holds the Certified Financial Planner designation, she is also knowledgeable about insurance, estate planning and tax planning strategies. Lindsay also has a decade of experience in partnering with Tom for the benefit of our First Nation clients.
A graduate of Grant MacEwan University, Lindsay earned a diploma in Arts and Cultural Management and was awarded her Certified Financial Planner designation in 2013 and Chartered Investment Manager designation in 2014.
In 2005 Lindsay was honored with the CIBC Aspire Higher Award and she continues to play an integral role in Edmonton for CIBC Children’s Foundation.
Lindsay is the Chair of the Board of Directors for Garneau University Early Learning Centre.
She is also a member of the Investment Management Consultants Association (IMCA) and the Alberta Insurance Council.
Married with three children, Lindsay and her husband Pete love their dog, the mountains, skiing, biking, hiking and cooking.