Lindsay MacPhie, CFP, CIM

Investment Advisor

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 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 Indigenous clients. Lindsay and Tom are two of only a handle full of Advisors that are designated Responsible Investment Advisors in Canada.

A graduate of Grant MacEwan University, Lindsay earned a diploma in Arts and Cultural Management and was awarded her Certified Financial Planner (CFP) designation in 2013, Chartered Investment Manager (CIM) designation in 2014 and Responsible Investment Advisor (RIAC) designation in 2016. She is currently working on completing her Trust and Estate Practitioner (TEP) designation.

Lindsay is a member of the Investment Management Consultants Association (IMCA) and the Alberta Insurance Council (AIC), the Estate Planning Council (EPC), Responsible Investment Association (RIA), National Aboriginal Trust Officers Association (NATOA) as well as The Business and Professional Women’s club of Edmonton (BPW).

Married with three children, Lindsay and her husband Pete love their dog, the mountains, skiing, biking, hiking and cooking.