Lynn brings years of invaluable experience from her time at leading financial institutions, including Canada Pension Plan (CPP) Investments, TD, and Citibank, before becoming a Wealth Advisor at iA Private Wealth and founding Aethalon.
While advisors commonly reference how the CPP is invested, Lynn had first-hand experience and perspective by being a member of the company that manages the investments of CPP. She combines this top-tier investment knowledge with deep expertise in financial planning to provide holistic solutions to our clients.
Lynn holds a Master of Science degree in Management from Ivey Business School and a Bachelor’s degree in Economics. A strong believer in lifelong learning, Lynn continued a journey to earn some of the industry’s most respected designations, including the CFA (Chartered Financial Analyst), CAIA (Chartered Alternative Investment Analyst), CFP® (CERTIFIED FINANCIAL PLANNER®), TEP (Trust and Estate Practitioner), CLU (Chartered Life Underwriter), and FRM (Financial Risk Manager). Her commitment to professional growth ensures she is always equipped with the best knowledge and practice to serve her clients' best interests.
Beyond her professional achievements, Lynn is passionate about giving back to the community and empowering others through volunteering. She is the Vice Chair of Next Gen Steering Committee at the CFA Society Toronto, and a volunteer Grader for the CFA Level III exam and the CFP exam. She is also a dedicated mentor at the CFA Society Toronto, VersaFi (former Women in Capital Markets), WE (Women in ETFs), Ascend Canada, and many other not-for-profit organizations. She is a frequent speaker at financial literacy programs and career panels, empowering and inspiring younger generations.
Lynn is an avid reader and animal lover with two rescued dogs from her volunteer work with animal rescues.
*Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.