Meet the Team

In 2021, Lindsey advanced her credentials by completing the Discretionary Portfolio Management designation, allowing her to provide discretionary portfolio management services to clients. As a Portfolio Manager, she is able to offer a comprehensive range of investment solutions including stocks, bonds, GICs, and mutual funds. For accredited investors, her offering also extends to alternative investments and hedge fund strategies, providing access to private markets, real assets, and more sophisticated portfolio diversification opportunities.

Recognizing the importance of integrated planning, Lindsey further expanded her practice into the insurance industry in 2025. This addition strengthened her ability to support clients with risk management, wealth preservation, and estate planning strategies, helping ensure that both personal and business legacies are protected for future generations.

Throughout her career, Lindsey has developed a strong appreciation for the unique challenges and opportunities faced by Canada’s small business owners and their families. From startup and growth stages through succession and eventual sale, she understands that business owners require more than investment advice alone — they need a trusted advisor who can help coordinate all aspects of their financial picture. Lindsey believes skilled financial advice can play a meaningful role in helping entrepreneurs build wealth, protect what they have worked hard to create, and transition successfully through every stage of business and life. She works closely with clients and their professional teams, including accountants and legal advisors, to help ensure business structures, investment strategies, tax considerations, and estate plans remain aligned with long-term goals.

Lindsey is passionate about financial education and believes every client deserves access to comprehensive planning and clear, transparent guidance. Many individuals and families feel overwhelmed or underinformed when it comes to their finances, which can create uncertainty and hesitation around important decisions. Lindsey strives to create an environment where clients feel comfortable asking questions and gaining a deeper understanding of their financial situation. Her goal is for every client to leave meetings feeling more informed, empowered, and confident about the direction of their financial future.

Committed to continuous learning and professional development, Lindsey continues to expand her education, network, and industry expertise to better serve her clients and adapt to the evolving needs of Canadian families and business owners.

Outside of the office, Lindsey enjoys spending time with her husband, daughter, and two young sons in Waterdown. Together, they enjoy hiking, camping, and making the most of time spent with family and friends.