Financial Planner
Located in the Calgary office, Lyndsay works closely with Investment Advisors to deliver comprehensive financial plans and wealth solutions to their clients. Connecting with people is easy for Lyndsay and helps her provide a balanced perspective when addressing clients’ financial planning needs. She makes the journey just as important as the destination.
Lyndsay has been in the financial industry since 2006. Most recently working with investment advisors at a large bank, she brings over 12 years of experience in retirement, tax and estate planning for high net worth families.
Lyndsay completed her Bachelor of Applied Financial Services with Mount Royal University and her Certified Financial Planner® designation with the Financial Planning Standards Council (FPSC). Lyndsay has also completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Life License Qualification Program (LLQP). In 2021, Lyndsay successfully completed her certification as a Chartered Financial Divorce Specialist (CFDS)
Financial Planner
Located in the Vancouver office of Richardson Wealth, Chris rounds out the Tax & Estate Planning team’s coast-to-coast support of Richardson Wealth’s Investment Advisors and their clients. Drawing upon the collective knowledge and experience of the Tax & Estate Planning team, he works closely with Investment Advisors to deliver comprehensive wealth planning services covering tax, financial, estate, insurance and investment planning needs to their clients.
With his engineering and corporate planning experience coupled with over two decades in the financial services sector, Chris brings his passion to the table in delivering comprehensive wealth planning solutions. Relishing the challenges brought forth by ever-changing tax and regulatory environments, he creates comprehensive, understandable, and practical solutions for our clients’ diverse financial needs.
Chris is a Certified Financial Planner® practitioner and has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Canadian Investment Funds Course (IFIC). Chris has also completed certification (with honours) in the area of personal tax review and preparation.