B.A., B.COMM. (HONS.), CIM®
Senior Investment Advisor
Lindsey Ross is a Senior Investment Advisor at Wellington-Altus Private Wealth. As an Investment Advisor for over 15 years, she has worked within various financial sectors including banks, securities and real estate appraisal, and now a dedicated wealth management firm. These varied experiences enable her to understand her clients’ needs through multiple lenses. She understands that the investment world may be complicated, however, she doesn’t want it to feel complicated for her clients. Lindsey works together with her clients to reach their financial goals, and she navigates market changes, so they work to her clients’ advantage. Lindsey is committed to ensuring her clients understand their opportunities, risks and market trends and works to build a plan best suited to their needs. Lindsey’s dedication to her clients is rivaled only by her commitment to her family, which includes two daughters. A work-life balance that includes ample family time and a healthy dose of travel is important to Lindsey.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.