Lynn is the Private Client Associate on our team. She believes in fostering strong and lasting client relationships, and staying present in the lives of her clients throughout their financial journey. Lynn handles a variety of tasks for our clients at RBC PH&N IC, including answering any non-financial planning questions you may have, process cash request, your primary contact for your other financial and estate planning partners, prepares client presentations, prepares new client on-boarding, estate administration, and website & blog management.
Prior to joining RBC PH&N Investment Counsel, Lynn has 25 years of banking experience, focus on retail banking and mortgage advisor. Outside of work, Lynn is a Certified Yoga and Meditation teacher and spends time either reading or taking a regular walker with her best friend- my blonde Frenchie Savy.