Lynne has been in the financial services industry since 1979. She is recognized for her knowledge and experience in helping advisors transition their business from one that is product oriented to an advice model that is focused on helping clients achieve their life goals. Lynne obtained her CFP designation in 1996 while working for a financial planning organization that pioneered the delivery of financial planning advice in Canada using a fee based compensation structure. This award winning firm realized average revenue per client of over C$7,500 per annum which was closely associated with the processes and tools Lynne implemented in that firm. She has enjoyed the opportunity to work with advisors in Canada, the US, UK, Caribbean, and Malaysia in implementing processes, knowledge, tools and technology to support their objectives.
Lynne along with her colleagues was honored to win the 2007 Canadian Investment Award for Advisor Education with the “Advice Transition Program”. A comprehensive program aimed at advisors who are dedicated to making the transition to a financial planning service oriented model. Lynne is also on the faculty of the Wealth Enhancement Academy delivering training and coaching services.
Lynne is a member of The Financial Planning Association® (FPA) which is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process to with member countries.
Lynne is currently the Executive Vice-President, Business Transitions with PlanPlus Inc. A global financial planning software developer with deployments in over ten countries. Her role with PlanPlus is to assist corporate and individual advisors through structured training programs to efficiently implement financial planning software into their environment and realize the benefits having these processes in place.