As a Vice President in our Vancouver office, Lynne helps a variety of executives and professionals define and achieve their personal financial goals throughout their careers and into retirement. With expertise in financial, tax and estate planning, Lynne guides her clients towards financial independence through customized and objective advice.
Lynne joined T.E. Wealth in 1999, having been a fee-only financial planner for more than 10 years prior. She holds both the Registered Financial Planner (RFP) and Certified Financial Planner® (CFP®) designations.
A clear and compelling communicator, Lynne is a sought-after speaker and former personal finance columnist at the Vancouver Sun. She has also devoted many hours to the financial planning profession through service on boards of professional organizations. She was the founding President of the Institute of Advanced Financial Planners, and currently sits on the Board of Regents.
A resident of Vancouver, Lynne is an avid sailor and traveler.