Lindsay has built a reputation as one of the premier female investment advisors in Alberta and is a relentless advocate for the female investor. She knew from a young age that she wanted to be in the investment business. Accepting her first finance role at 18, Lindsay has turned her love for helping people make money into an impressive investment and financial planning practice. Her priority is to ensure her clients’ hard-earned dollars evolve into the retirement lifestyles they have always wanted.
Lindsay believes there are two critical attributes clients should consider when selecting an investment advisor. The first is education, and Lindsay holds herself to the highest standard. Further to holding an MBA in Finance from Dalhousie University, she will begin her PHD at the University of British Columbia in 2022. Lindsay is a Certified Financial Planner (CFP) and a Certified Divorce Financial Analyst (CDFA), which is a unique designation that allows Lindsay to provide very specific financial advice to those going through a divorce. The second critical advisor attribute Lindsay believes clients should look for is the relationship—the permission to be open and vulnerable at your best and worst moments and knowing you can lean on your financial advisor no matter the circumstance.
With small-town Saskatchewan roots, Lindsay owns a number of construction companies with her husband Ryan, making her comfortable in all settings—swapping from rubber boots, to a hard hat, to high-heels is all in a days’ work. Her own experience in entrepreneurship paired with her education makes Lindsay the ideal wealth advisor for business owners and business succession planning.
Lindsay loves side-by-siding and wakesurfing but wine touring is her favorite sport.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.