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Our Team

Lynda B. Dumouchelle, CFP

Certified Financial Planner

Lynda has been part of the Financial Service Industry since 1994. Her previous experience has been as a representative for Mutual Fund Dealers and as an Independent Broker with several life insurance companies.

Lynda's accreditations include:

  • Life Insurance Level II
  • Accident and Sickness
  • Canadian Securities Course
  • The Canadian Investment Funds Course
  • Professional Financial Planning Course
  • CFP, Certified Financial Planner Designation

Lynda believes the first step toward building a trusting relationship is making sure she understands her client’s goals and risk tolerance. She listens carefully, then charts a course of action. Planning for the financial future gives people peace of mind; a feeling of control.

Lynda is married with two children. She has formed a partnership with Tina Simpson. Together, Tina and Lynda strive to provide the best financial services for their clients. Lynda is accepting referrals and new clients.

Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.