About Lyndsay

At first glance, Lyndsay Tran can seem like a contradiction in terms. She’s an adventure traveler and prudent financial manager who is as comfortable teaching crafts to seven-year-olds as she is providing financial insight to employee groups. But there is no contradiction in the passion Lyndsay brings to her work as Associate Consultant with T.E. Wealth.

Working one-on-one with employees to provide financial coaching, Lyndsay draws upon her Bachelor in Applied Financial Services (BFS) from Mount Royal University and past experience as a Paraplanner and Assistant Consultant working with T.E. Wealth’s senior consultants and their private clients. From an early age, all aspects of personal finance fascinated Lyndsay and she likes nothing better than opening people’s eyes to the opportunities that proper financial planning can provide. Employees, who have benefited from Lyndsay’s counsel, value her ability to quickly put them at ease and help them feel comfortable with the financial strategies needed to realize their goals. Whether she is climbing Machu Picchu in Peru or helping employees come up with the right financial plan for their future, Lyndsay Tran is always up for the challenge.