Lindsey Kilgour

Everyone has a passion. Our team’s passion is to make a difference. A difference in the lives of our clients, our community, and for our families.

When we can also help our clients make a difference in the world through their legacy and financial planning, that makes what we do even more meaningful.

The strength of a financial plan comes not only from strong technical knowledge and exceptional attention to detail. It also comes from knowing what inspires and drives our clients.

A successful plan begins by understanding our clients’ personal goals, values, and aspirations. It’s about taking the time to understand their needs today, through retirement, and their vision of how they can support the people and causes they love.

Through extensive experience and education, I can help you meet all your financial goals – today and for generations to come. After graduating with my H.B. Comm, from McMaster University in 2009, I completed my Certified Financial Planner (CFP®) designation in December 2012, earning the honour of joining the president’s list for the second highest score in the country on my final exam. I continue down the road of lifelong learning with the CSC, CPH and with the completion of my most recent designation of Master Financial Advisor-philanthropy (MFA-P), providing me extensive knowledge on efficient gift giving.